About The Position

At Chase, the Branch Operations Lead helps create welcoming, memorable experiences for clients and employees while building lasting relationships and supporting diversity and inclusion. Working closely with the Branch Manager, branch employees, and other experts, this role ensures clients’ financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The position combines client service and relationship-building with leadership of branch operations. The Branch Operations Lead assists clients with transactions, promotes self-service banking options, reviews branch operations, and keeps the branch team informed about policies and procedures. The role helps the branch meet control expectations and operate smoothly and securely. The employee must 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.
  • Successful completion of the Branch Operations Lead Training Program before consideration for placement.
  • Ability to follow policies, procedures, and regulatory banking requirements.
  • Attention to detail and strong organizational skills, including the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including transaction accuracy.
  • Ability to work collaboratively and build meaningful client connections.
  • Ability to educate clients and refer them to relevant experts when needed.

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 exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings, and build trusted relationships.
  • Communicate clearly and politely to understand client needs, assist them, and manage their place in the waiting queue.
  • 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 collaborate to address specialized financial needs.
  • Explain self-service options that allow clients to access their accounts at any time.
  • Work with the Branch Manager on branch operations, loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about current policies and procedures.
  • Educate the branch team and partners and help them stay connected and informed.
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