Branch Experience & Operations Lead

Testing Site - JPMC; Durham (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in Durham, NC to partner with the Branch Manager and team to deliver exceptional client experiences, uphold policies, and drive operational excellence. This role focuses on welcoming clients, managing lobby flow, and guiding self-service adoption while maintaining strong loss prevention and compliance practices.

You will lead daily branch operations, mentor staff, ensure accuracy of transactions, and coordinate with the team to deliver seamless service

Qualifications

• 1+ years of retail banking experience required.
• Must adhere to policies, procedures, and regulatory requirements.
• Demonstrated leadership and operational proficiency.

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, managing lobby flow, and scheduling meetings.
• Engage clients with clear communication to understand and help them effectively, checking them into the waiting queue.
• Lead branch operations, including managing cash devices like the cash vault and ATM, ensuring policy adherence and issue resolution.
• Introduce clients to the branch team to deliver seamless service and assist with specialized financial needs.
• Promote self-service options to allow 24/7 access to accounts.
• Support branch operations, loss control, compliance, and audits to ensure smooth, secure operations.

Skills

Retail Banking

Leadership

Customer Service

Regulatory Compliance

Team Collaboration

Education

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in Durham, NC to partner with the Branch Manager and team to deliver exceptional client experiences, uphold policies, and drive operational excellence. This role focuses on welcoming clients, managing lobby flow, and guiding self-service adoption while maintaining strong loss prevention and compliance practices.

You will lead daily branch operations, mentor staff, ensure accuracy of transactions, and coordinate with the team to deliver seamless service