Branch Experience & Operations Lead

Aumni; Chicago (IL); On-site; USD 60,000 - 76,000; Full time

Job summary

Chase in Chicago is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences and maintaining compliance. You will oversee lobby flow, transactions, and relationships while guiding the team in loss control and audits.

The role emphasizes leadership, operational excellence, and educating the branch team on policies and customer-focused service, including promoting self-service options for clients.

Qualifications

• Retail banking experience of 1+ year.
• Willing to work weekends and evenings.
• Attention to detail and strong organizational skills.
• Proven leadership and ability to work in a team.
• Customer-focused with compliance awareness.

Responsibilities

• Collaborate with Branch Manager to create a welcoming atmosphere and ensure clients have an exceptional experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build relationships.
• Lead branch operations, manage cash devices, and resolve client issues while following policies.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to simplify banking and support branch operations with loss control and audits.

Skills

Customer service

Branch operations

Leadership

Regulatory compliance

Communication

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase in Chicago is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences and maintaining compliance. You will oversee lobby flow, transactions, and relationships while guiding the team in loss control and audits.

The role emphasizes leadership, operational excellence, and educating the branch team on policies and customer-focused service, including promoting self-service options for clients.