Branch Experience & Operations Lead

JP Morgan Chase; Orangeburg (NY); On-site; USD 42,000 - 70,000; Full time

Job summary

JP Morgan Chase is seeking a Branch Operations Lead to drive a welcoming client experience and oversee daily branch operations. You will work closely with the Branch Manager and team to ensure accurate transactions, adherence to policies, and a smooth lobby flow.

You will lead cash handling, AML/compliance tasks, and staff training while encouraging self-service options for clients. Weekend/evening hours are required, with travel for training as needed.

Qualifications

• High school diploma or GED required.
• 1+ years of retail banking experience.
• College degree or military equivalent preferred.
• Ability to work branch hours including weekends and evenings.
• Strong customer service and relationship-building skills.
• Willingness to travel for training.

Responsibilities

• Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow and schedule meetings.
• Engage clients with clear communication and anticipate needs during visits.
• Lead branch operations, including cash devices and ATM, while following policies.
• Introduce clients to the branch team and help with specialized financial needs.
• Promote self-service options to simplify banking for clients.
• Support branch operations, ensuring high standards for loss control, compliance and audits.

Skills

Retail banking

Customer service

Regulatory compliance

Leadership

Attention to detail

Communication skills

Team collaboration

Time management

Sales skills

Education

High school diploma

College degree

Military equivalent

Job description

JP Morgan Chase is seeking a Branch Operations Lead to drive a welcoming client experience and oversee daily branch operations. You will work closely with the Branch Manager and team to ensure accurate transactions, adherence to policies, and a smooth lobby flow.

You will lead cash handling, AML/compliance tasks, and staff training while encouraging self-service options for clients. Weekend/evening hours are required, with travel for training as needed.