Branch Experience Lead

Next Frontier Capital

North Carolina

On-site

USD 62,000 - 90,000

Full time

3 days ago
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Job summary

Chase is seeking a Branch Operations Lead to drive a welcoming client experience and oversee daily branch activities. You will partner with the Branch Manager to ensure smooth transactions, lobby flow, and relationship-building while adhering to bank policies.

You will lead cash handling, loss prevention, compliance, and audits, and guide the team in offering self-service options that empower clients any time, anywhere.

Qualifications

  • 1+ years of retail banking experience.
  • Strong attention to detail and organizational skills.
  • Ability to lead and educate branch teams.
  • Commitment to policy, procedure, and regulatory compliance.
  • Proven ability to build client relationships and refer to experts.
  • Willingness to work weekend and evening shifts.

Responsibilities

  • Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
  • Engage clients with clear communication and anticipate needs.
  • Lead branch operations, including cash devices and adherence to policies.
  • Introduce clients to the branch team and assist with financial needs.
  • Promote self-service options for 24/7 access to accounts.
  • Support all branch operations, focusing on loss control, compliance, and audits.

Skills

Policy compliance
Detail orientation
Leadership
Client education
People skills
Team collaboration
Retail banking
Sales & referral

Education

High school diploma or GED
College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to drive a welcoming client experience and oversee daily branch activities. You will partner with the Branch Manager to ensure smooth transactions, lobby flow, and relationship-building while adhering to bank policies.

You will lead cash handling, loss prevention, compliance, and audits, and guide the team in offering self-service options that empower clients any time, anywhere.

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