Branch Experience Lead: Service & Compliance

JPMorganChase; Setauket (NY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase in Setauket, NY is seeking a Branch Operations Lead responsible for delivering exceptional client experiences, guiding branch staff, and ensuring strict adherence to policies and regulatory requirements. You will drive efficient branch operations, promote self-service tools, and build trusted customer relationships.

You will partner with the Branch Manager to oversee lobby flow, cash handling, and training, while maintaining high standards for audits and loss control.

Qualifications

• Adhere to banking policies, procedures and regulatory requirements.
• Maintain organization and attention to detail in a fast-paced branch.
• Lead and educate branch team to ensure accurate transactions and strong customer service.
• Engage clients and refer to experts for complex financial needs.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming branch atmosphere.
• Greet clients, assist with transactions, manage lobby flow and schedule meetings.
• Lead branch operations, including cash devices, and ensure policy compliance.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to simplify banking for clients.
• Support loss control, audits, and overall branch objectives.

Skills

Retail banking

Leadership

Attention to detail

Regulatory knowledge

Customer service

Team training

Operations scheduling

Branch management

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase in Setauket, NY is seeking a Branch Operations Lead responsible for delivering exceptional client experiences, guiding branch staff, and ensuring strict adherence to policies and regulatory requirements. You will drive efficient branch operations, promote self-service tools, and build trusted customer relationships.

You will partner with the Branch Manager to oversee lobby flow, cash handling, and training, while maintaining high standards for audits and loss control.