Branch Operations Lead - Clift Farms - Madison, AL

JPMorganChase•Madison, AL

8d•Onsite

About The Position

At Chase, the Branch Operations Lead helps create memorable experiences for clients and employees by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. Working closely with the Branch Manager, branch employees, and a team of experts, this role ensures clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. The role combines client service with leadership of branch operations. The Branch Operations Lead assists clients with transactions, introduces self-service banking options, and builds trusted relationships. They also review branch operations, keep the branch team informed about policies and procedures, and help the branch meet control expectations. The employee must complete the Branch Operations Lead Training Program before being considered for placement 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 adhere to policies, procedures, and regulatory banking requirements.
Attention to detail and organizational skills to manage multiple tasks.
Leadership skills and operational proficiency, including ensuring transaction accuracy and working collaboratively.
Ability and interest in educating the branch team and partners.
Ability to build client connections, educate clients, and refer them to the team of experts when needed.
Ability to travel as required for in-person training and meetings.
Successful completion of the Branch Operations Lead Training Program before consideration for placement.

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 anticipate client needs while checking them into the waiting queue.
Communicate clearly and politely to understand and assist clients.
Lead branch operations, including managing cash devices such as the cash vault and ATM.
Resolve client issues quickly and effectively, with attention to detail and consistent adherence to bank policies and procedures.
Introduce clients to branch employees and work with the team to address specialized financial needs and build lasting relationships.
Explain self-service options that let clients access their accounts at any time.
Work with the Branch Manager on branch operations, loss control, compliance, and audits to support 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 consideration for placement.
Travel as required for in-person training and meetings.