Branch Experience & Operations Lead

JPMorgan Chase & Co.; Conshohocken (Montgomery County); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Branch Operations Lead to partner with the Branch Manager, supervise daily branch activities, and deliver exceptional client service while ensuring compliance with policies and regulatory requirements.

You will welcome clients, manage lobby flow, promote self-service options, and lead operations including cash devices and audits. Travel for training may be required, with a focus on loss control and team education.

Qualifications

• Adheres to policies, procedures, and regulatory banking requirements.
• Detail-oriented and organized to handle multiple tasks.
• Leadership and operational proficiency for accurate transactions in a team environment.
• Committed to educating the branch team and partners.
• Ability to build relationships and educate clients to refer to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch atmosphere and exceptional client experiences.
• Greet clients on entry, assist with transactions, manage lobby flow, and schedule meetings to build relationships.
• Engage clients with clear communication, understand needs, and guide them to self-service options.
• Lead branch operations, manage cash devices, resolve client issues, and ensure compliance with policies.
• Introduce clients to the branch team to deliver seamless service and address specialized financial needs.
• Promote self-service options to simplify banking for clients at all times.
• Support all branch operations, including loss control, compliance, and audits, ensuring smooth, secure operations.

Skills

Policy compliance

Attention to detail

Leadership

Education/training

Relationship building

Customer service

Retail banking experience

Evening & weekend availability

Education

High school diploma or equivalent

College degree or military service equivalent

Job description

JPMorgan Chase & Co. is seeking a Branch Operations Lead to partner with the Branch Manager, supervise daily branch activities, and deliver exceptional client service while ensuring compliance with policies and regulatory requirements.

You will welcome clients, manage lobby flow, promote self-service options, and lead operations including cash devices and audits. Travel for training may be required, with a focus on loss control and team education.