Branch Experience Lead - Operations & Client Care

Aumni

Akron (OH)

On-site

USD 55,000 - 75,000

Full time

6 days ago
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Benefits offered by this job

Competitive benefits package
Retirement savings plan

Job summary

Chase is seeking a Branch Operations Lead to support the Branch Manager in delivering exceptional client experiences while ensuring policy and regulatory compliance. The role involves guiding branch operations, managing cash devices, and educating the team to uphold high service standards.

You will greet clients, manage lobby flow, promote self-service options, and build lasting relationships with customers. Weekend and evening hours are required, reflecting branch schedule needs.

Qualifications

  • Adhere to policies, procedures and regulatory banking requirements.
  • Maintain attention to detail and stay organized while multitasking.
  • Lead and operate branch activities with a collaborative team.
  • Educate the branch team and partners to stay connected and informed.
  • Engage clients and refer them to experts as needed.
  • 1+ years of retail banking experience.
  • Ability to work branch hours including weekends and evenings.

Responsibilities

  • Collaborate with Branch Manager to create a welcoming branch atmosphere.
  • Greet clients and assist with transactions, manage lobby flow and meetings.
  • Engage clients with clear communication and anticipate needs.
  • Lead branch operations including cash devices such as vault and ATM.
  • Introduce clients to the branch team to deliver seamless service.
  • Promote self-service options to simplify banking for clients.
  • Work with Branch Manager on loss control, compliance and audits.

Skills

Customer service
Leadership
Policy adherence
Regulatory compliance

Education

High school diploma or GED
Associate Banker experience
College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to support the Branch Manager in delivering exceptional client experiences while ensuring policy and regulatory compliance. The role involves guiding branch operations, managing cash devices, and educating the team to uphold high service standards.

You will greet clients, manage lobby flow, promote self-service options, and build lasting relationships with customers. Weekend and evening hours are required, reflecting branch schedule needs.

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