About The Position

At Chase, the Branch Operations Lead helps create a welcoming, inclusive branch experience and supports accurate, compliant financial transactions. Working closely with the Branch Manager, branch employees, and specialized teams, this role serves clients, introduces them to self-service banking options, builds relationships, and helps the branch meet its operational and control expectations. The position also includes reviewing branch operations and keeping the branch team informed about policies and procedures. The successful candidate will complete the Branch Operations Lead Training Program before being considered for placement in the role and must be able to travel as required for in-person training and meetings.

Requirements

  • At least 1 year of retail banking experience.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours, including weekends and evenings.
  • Ability to travel as required for in-person training and meetings.
  • Attention to detail, organizational skills, and ability to manage multiple tasks.
  • Leadership and operational skills, including maintaining transaction accuracy.
  • Ability to work collaboratively and educate branch team members and partners.
  • Strong client engagement and relationship-building skills, including educating clients and referring them to experts.
  • Commitment to following policies, procedures, and regulatory banking requirements.

Nice To Haves

  • At least 6 months of Associate Banker (Teller) experience.
  • College degree or military equivalent.

Responsibilities

  • Collaborate with the Branch Manager to create a welcoming branch atmosphere and an exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
  • Communicate clearly and politely, identify client needs, and build trusted relationships.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues promptly and accurately while following bank policies and procedures.
  • Connect clients with branch colleagues and experts to address specialized financial needs.
  • Educate clients about self-service banking options.
  • Support branch operations with the Branch Manager, including loss control, compliance, and audits.
  • Review branch operations and keep the team informed about current policies and procedures.
  • Complete the Branch Operations Lead Training Program and travel as required for in-person training and meetings.
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