About The Position

As a Branch Operations Lead in a Chase Branch, you will work closely with the Branch Manager, branch employees, and other specialists to ensure clients’ financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. You will help create a welcoming client experience, assist with transactions, introduce clients to self-service banking options, and build lasting relationships. You will lead branch operations, including managing cash devices, and help keep the branch team informed about policies and procedures. In partnership with the Branch Manager, you will support loss control, compliance, and audit standards so the branch operates smoothly and securely. Successful completion of the Branch Operations Lead Training Program is required before placement, 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 travel as required for in-person training and meetings.
  • Successfully complete the Branch Operations Lead Training Program before placement.
  • Ability to follow policies, procedures, and regulatory banking requirements.
  • Strong attention to detail, organization, and ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including transaction accuracy.
  • Ability to collaborate with a team and educate branch colleagues and partners.
  • Ability to build client relationships, educate clients, and refer them to specialists 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 politely and clearly, identify clients’ needs, and help manage their visit through the waiting queue.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues quickly and accurately while following bank policies and procedures.
  • Introduce clients to branch team members who can support specialized financial needs.
  • Explain self-service banking options that allow clients to access their accounts at any time.
  • Work with the Branch Manager to maintain high standards for loss control, compliance, and audits.
  • Help educate the branch team and keep employees informed about policies and procedures.
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