Branch Operations Lead - Portland West Market - Beaverton, OR

JPMorgan Chase & Co. • Portland, OR

6d • Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and other experts to ensure client financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The role includes assisting clients with transactions, introducing self-service banking options, building lasting relationships, reviewing branch operations, and keeping the team informed about policies and procedures. You will help the branch meet control expectations and provide a welcoming client experience.

You will lead branch operations, including cash devices such as the cash vault and ATM, and support the Branch Manager in maintaining loss control, compliance, audit readiness, and smooth, secure operations. Successful completion of the Branch Operations Lead Training Program is required before placement. Travel may be 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.
• Adhere to policies, procedures, and regulatory banking requirements.
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks.
• Leadership skills and operational proficiency, including transaction accuracy and collaborative teamwork.
• Ability and interest in educating the branch team and partners.
• Ability to build client connections, educate clients, and refer them to experts when needed.
• Successfully complete the Branch Operations Lead Training Program before placement.
• Ability to travel as required for in-person training and meetings.

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 build trusted relationships.
• Communicate clearly and politely to understand clients’ needs, check them into the waiting queue, and support a smooth visit.
• Lead branch operations, including management of the cash vault and ATM; resolve client issues quickly and accurately while following bank policies and procedures.
• Introduce clients to the branch team and work together to deliver seamless service and support specialized financial needs.
• Share self-service banking options with clients.
• Work with the Branch Manager to maintain high standards for loss control, compliance, and audits, and to ensure smooth and secure branch operations.
• Review branch operations and keep the branch team informed about current policies and procedures.
• Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED