Branch Operations Lead - TBSW Market - Largo, FL

JPMorganChase•Largo, FL
•Onsite

About The Position

As a Branch Operations Lead in a Chase branch, you support the Branch Manager and branch team in delivering welcoming, reliable client experiences and ensuring branch operations run smoothly. You assist clients with financial transactions, introduce them to self-service banking options, and build trusted relationships while following bank policies, procedures, and regulatory requirements. You lead day-to-day operational activities, including managing cash devices, and help maintain high standards for loss control, compliance, and audits. You also review branch operations and keep the team informed about policies and procedures. 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.
  • Ability to travel as required for in-person training and meetings.
  • Successful completion of the Branch Operations Lead Training Program before placement.
  • Ability to follow policies, procedures, and regulatory banking requirements.
  • Strong attention to detail and organization, with the ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including accurate transaction handling.
  • Ability to educate branch team members and partners about policies and procedures.
  • Ability to build client connections, educate clients, and refer them to experts 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 provide exceptional client experiences.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
  • Communicate clearly and politely to understand client needs and help resolve them.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues quickly and effectively while following bank policies and procedures.
  • Connect clients with branch colleagues for seamless service and assistance with specialized financial needs.
  • Educate clients about self-service banking options.
  • Support the Branch Manager with operational matters, including loss control, compliance, audits, and secure branch operations.
  • Review branch operations and keep the branch team informed about policies and procedures.
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