Branch Operations Lead - Northern Utah

JPMorganChase•Layton, UT

About The Position

As a Branch Operations Lead at Chase, you support branch operations and help create a welcoming, positive experience for clients and employees. Working closely with the Branch Manager, branch employees, and subject-matter experts, you help ensure client transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. You assist clients with transactions, introduce them to self-service banking options, and build lasting relationships. You also review branch operations and keep the branch team informed about policies and procedures. You must complete the Branch Operations Lead Training Program before placement and 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.
  • Complete the Branch Operations Lead Training Program before placement.
  • Ability to travel as required for in-person training and meetings.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Maintain attention to detail and organization while managing multiple tasks.
  • Demonstrate leadership and operational proficiency, ensuring transaction accuracy and working collaboratively.
  • Educate branch team members and partners and keep them informed.
  • Build relationships with clients, educate them, and refer them to experts when appropriate.

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 to understand and address clients’ needs.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues quickly and effectively while following bank policies and procedures.
  • Introduce clients to branch team members and work together to support specialized financial needs and build lasting relationships.
  • Educate clients about self-service options for accessing their accounts.
  • Support branch operations with the Branch Manager, including loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about policies and procedures.
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