Branch Experience Leader

Aumni; Saint Augustine (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager and staff in delivering exceptional client experiences in a fast-paced banking environment.

You will manage daily branch operations, supervise cash devices, ensure compliance with policies, and drive loss control and audit readiness while mentoring the branch team. This role emphasizes relationship-building and educating clients on self-service options.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain organization and multitask effectively.
• Lead operations while ensuring accuracy of transactions.
• Educate the branch team and partners to stay informed.
• Engage clients and refer to experts when 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 and exceptional client experience.
• Greet clients on entry, assist with transactions, manage lobby flow, and schedule meetings.
• Communicate clearly to understand and meet client needs; check them into the waiting queue.
• Lead branch operations including cash devices such as cash vault and ATM; resolve issues per policy.
• Introduce clients to the branch team to deliver seamless service and discuss specialized financial needs.
• Encourage use of self-service options for 24/7 access to accounts.
• Support all branch operations, ensuring high standards for loss control, compliance, and audits.

Skills

Policy adherence

Attention to detail

Leadership

Team collaboration

Client education

Education

High school diploma or GED

College degree or military equivalent (preferred)

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager and staff in delivering exceptional client experiences in a fast-paced banking environment.

You will manage daily branch operations, supervise cash devices, ensure compliance with policies, and drive loss control and audit readiness while mentoring the branch team. This role emphasizes relationship-building and educating clients on self-service options.