Branch Operations Lead - Santa Cruz Branch - Santa Cruz, CA
About The Position
As a Branch Operations Lead at a Chase Branch, you support branch operations in partnership with the Branch Manager, branch employees, and specialist teams. You help ensure clients’ financial transactions are handled accurately and carefully in accordance with bank policies, procedures, and regulatory requirements. The role combines client service and relationship-building with operational leadership, including helping clients use self-service banking options and keeping the branch team informed about policies and procedures. You help create a welcoming branch environment, assist clients with transactions and lobby flow, and manage operational resources such as the cash vault and ATM. You also support loss control, compliance, and audits to help the branch operate smoothly and securely. Successful completion of the Branch Operations Lead Training Program is required before placement in the role. 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.
- Adhere to policies, procedures, and regulatory banking requirements.
- Maintain attention to detail and organization while managing multiple tasks.
- Demonstrate leadership and operational proficiency, ensure transaction accuracy, and work collaboratively.
- Educate branch team members and partners and build meaningful client relationships.
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 an exceptional client experience.
- Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
- Communicate clearly and politely, understand client needs, and manage clients’ check-in to the waiting queue.
- 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.
- Introduce clients to branch employees and coordinate support for specialized financial needs.
- Educate clients about self-service banking options.
- Work with the Branch Manager to support branch operations, loss control, compliance, and audits.
- Keep the branch team informed about policies and procedures.
Benefits
- Competitive total rewards package, with base salary based on role, experience, skill set, and location.
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
