Branch Experience Lead: Operations & Client Care

JPMorgan Chase & Co.; Evanston (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in Evanston is seeking a Branch Operations Lead to be at the heart of our branch operations, working with the Branch Manager and team to ensure accurate client transactions, compliance, and excellent service.

You will guide the team, handle cash devices, promote self-service options, and uphold policies, audits, and loss-control standards while building lasting client relationships. This role requires leadership, attention to detail, and weekend/evening availability to meet

Qualifications

• You take pride in adhering to policies, procedures, and regulatory banking requirements.
• You are organized and detail-oriented, juggling multiple tasks effectively.
• You demonstrate leadership and operational proficiency to ensure transaction accuracy.
• You educate the branch team and partners to stay informed.
• You excel at building connections and guiding clients to our experts when needed.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, assisting with transactions and managing lobby flow while scheduling meetings to build trusted relationships.
• Engage clients with clear communication to understand needs and help them effectively, managing the waiting queue for a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM, resolving issues with attention to detail and adherence to policies.
• Introduce clients to the branch team to deliver seamless service and assist with specialized financial needs, elevating the client experience.
• Promote self-service options to simplify banking and allow clients to access accounts anytime.
• Work with the Branch Manager to support all branch operations, maintaining high standards for loss control, compliance, and audits.

Skills

Regulatory compliance

Leadership

Customer service

Detail-oriented

Team collaboration

Education

High School Diploma or GED

Associate degree or military equivalent

Tools

Cash handling systems

Job description

JPMorgan Chase & Co. in Evanston is seeking a Branch Operations Lead to be at the heart of our branch operations, working with the Branch Manager and team to ensure accurate client transactions, compliance, and excellent service.

You will guide the team, handle cash devices, promote self-service options, and uphold policies, audits, and loss-control standards while building lasting client relationships. This role requires leadership, attention to detail, and weekend/evening availability to meet