Branch Operations Lead- Northwest Indiana East market- Portage, IN

JPMorganChase•Portage, MI

1d•Onsite

About The Position

At Chase, the Branch Operations Lead helps create a welcoming, valued, and inclusive experience for clients and employees while building lasting relationships. Working closely with the Branch Manager, branch employees, and expert teams, 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 with leadership of branch operations. The Lead assists clients with transactions, promotes self-service banking options, builds client relationships, and keeps the branch team informed about policies and procedures. The role also supports control expectations and the effective, secure operation of the branch. Successful completion of the Branch Operations Lead Training Program is required before placement in the role, and 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.
Ability to adhere to 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, with a focus on transaction accuracy and teamwork.
Ability and interest in educating the branch team and partners about relevant information.
Ability to build client connections, educate clients, and refer them to expert teams when appropriate.
Successful completion of 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 exceptional client experience.
Greet clients, demonstrate care during interactions, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
Communicate clearly and politely to understand clients’ needs and help them effectively.
Lead branch operations, including management of cash devices such as the cash vault and ATM.
Resolve client issues promptly and effectively while following bank policies and procedures.
Introduce clients to branch team members and collaborate with the team to support specialized financial needs and build lasting relationships.
Explain self-service options that allow clients to access their accounts at any time.
Work with the Branch Manager on branch operations, including loss control, compliance, audits, 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.