About The Position

The Branch Operations Lead works at the heart of a Chase branch, partnering with the Branch Manager, branch employees, and specialist teams to support accurate, careful, and compliant financial transactions. The role combines client service and relationship-building with leadership of branch operations, including cash-device management, loss control, compliance, and audits. The Lead welcomes and assists clients, manages lobby flow, schedules meetings, resolves client issues, and introduces clients to self-service banking options and relevant branch experts. The role also reviews branch operations and keeps branch employees informed about policies and procedures. Successful completion of the Branch Operations Lead Training Program is required before placement. Travel is required as needed 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.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Demonstrate attention to detail, organization, and the ability to manage multiple tasks.
  • Demonstrate leadership and operational proficiency, including transaction accuracy and collaborative teamwork.
  • Communicate and educate branch team members and partners about relevant information.
  • Build client connections, educate clients, and refer them to specialist teams 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, and schedule meetings to build trusted relationships.
  • Communicate clearly and politely to understand and address client needs, including checking clients into the waiting queue.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues promptly and accurately while adhering to bank policies and procedures.
  • Introduce clients to branch team members and coordinate support for specialized financial needs.
  • Educate clients about self-service banking options.
  • Support the Branch Manager across branch operations, maintaining standards for loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about policies and procedures.

Benefits

  • Competitive total rewards package, including base salary.
  • 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.
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