Branch Operations Lead - Boise & Meridian, Idaho

JPMorganChase•Meridian, ID
•Onsite

About The Position

As a Branch Operations Lead at Chase, you will help create a welcoming and memorable experience for clients while supporting the branch’s daily operations. You will work closely with the Branch Manager, branch employees, and specialist teams to handle financial transactions accurately and carefully, follow policies and regulatory requirements, and maintain strong operational controls. You will assist clients with transactions, manage lobby flow, build relationships, and introduce clients to self-service banking options. You will also review branch operations and keep the team informed about current policies and procedures. Successful 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.
  • Attention to detail, organization, leadership, and operational proficiency, including transaction accuracy.
  • Ability to work collaboratively and educate branch employees and partners about policies and procedures.
  • Ability to build client relationships, 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 exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings, and help clients join the waiting queue.
  • Communicate politely and clearly to understand client needs and provide effective assistance.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM.
  • Resolve client issues promptly and accurately while following bank policies and procedures.
  • Introduce clients to branch employees and work with the team to support specialized financial needs and build lasting relationships.
  • Educate clients about self-service banking options.
  • Support the Branch Manager with branch operations, loss control, compliance, and audits.
  • Review branch operations and keep the branch team informed about policies and procedures.
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