Branch Experience Lead — Client Care & Operations

Aumni; Milford (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health coverage

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Branch Operations Lead to oversee branch operations, support the Branch Manager, and enhance the client experience. You will lead a team to ensure precise handling of transactions and adherence to policies while promoting self-service options.

You will review operations, reinforce policy updates, and maintain security through audits and loss control. This role requires weekend/evening hours and a strong customer-service orientation.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Strong attention to detail and organizational skills.
• Proven leadership and operational proficiency.
• Educate branch team and partners to stay informed.

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 clearly to understand client needs and guide them to self-service options.

Skills

Policy compliance

Detail orientation

Leadership

Team collaboration

Client relationship building

Retail banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to oversee branch operations, support the Branch Manager, and enhance the client experience. You will lead a team to ensure precise handling of transactions and adherence to policies while promoting self-service options.

You will review operations, reinforce policy updates, and maintain security through audits and loss control. This role requires weekend/evening hours and a strong customer-service orientation.