Branch Experience & Operations Lead

Aumni; Manhasset (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

On-site health and wellness centers

Job summary

Chase is seeking a Branch Operations Lead in New York to partner with the Branch Manager to deliver exceptional client experiences while ensuring regulatory compliance and loss control. A typical day includes guiding transactions, promoting self-service options, and leading a collaborative branch team.

You will manage lobby flow, greet clients, and support all aspects of operations, including cash devices, audits, and loss prevention. Strong customer focus and teamwork are essential.

Qualifications

• Requires 1+ years of retail banking experience.
• Willing to work weekends and evenings.
• Understanding of branch policies and regulatory requirements.
• Strong attention to detail and organized work style.
• Ability to educate and refer clients to banking experts.

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, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

Skills

Policy adherence

Detail oriented

Leadership

Customer education

Relationship building

Retail banking

Weekend/evening availability

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in New York to partner with the Branch Manager to deliver exceptional client experiences while ensuring regulatory compliance and loss control. A typical day includes guiding transactions, promoting self-service options, and leading a collaborative branch team.

You will manage lobby flow, greet clients, and support all aspects of operations, including cash devices, audits, and loss prevention. Strong customer focus and teamwork are essential.