Branch Operations Lead - TBSW Market - Largo, FL

JPMorgan Chase & Co.•Largo, FL
•Onsite

About The Position

As a Branch Operations Lead at Chase, you help ensure the branch operates smoothly and securely while providing clients with precise, caring service. You work closely with the Branch Manager, branch employees, and other experts to handle financial transactions, follow bank policies and regulatory requirements, support loss control and compliance, and uphold audit standards. You also help clients navigate their visit, introduce them to self-service banking options, and build lasting relationships by connecting them with the branch team and specialized financial support. The role requires successfully completing the Branch Operations Lead Training Program before placement and traveling 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, organization, and ability to manage multiple tasks.
  • Leadership skills and operational proficiency, including ensuring transaction accuracy.
  • Ability to work collaboratively and educate branch team members and partners.
  • Ability to build connections with clients, educate them, and refer them to experts when needed.
  • Ability to travel as required for in-person training and meetings.

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, and schedule meetings to build trusted relationships.
  • Communicate politely and clearly, understand and anticipate client needs, and check clients into 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 team members and collaborate to provide seamless service and help with specialized financial needs.
  • Educate clients about self-service banking options.
  • Work with the Branch Manager to maintain high standards for loss control, compliance, and audits.
  • Keep the branch team informed about policies and procedures.
  • Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.

Benefits

  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
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