Branch Experience & Operations Lead

Aumni; Orangeburg (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking an experienced Branch Operations Lead to partner with the Branch Manager and supervise daily branch activities. You will ensure accurate cash handling, foster a welcoming client experience, and drive adoption of self-service options.

The role requires 1+ year in retail banking, a high school diploma or equivalent, and availability for weekend/evening hours. You will train staff, uphold regulatory standards, and strengthen client relationships.

Qualifications

• Adhere to policies, procedures, and regulatory requirements.
• Detail-oriented and organized; multitask effectively.
• Demonstrate leadership and operational proficiency in a team setting.
• Educate and coach branch staff and partners.
• Engage clients and refer to specialists when needed.
• 1+ year of retail banking experience.
• High school diploma or GED or foreign equivalent.
• Available to work weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch environment.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Communicate clearly to understand client needs and guide them to solutions.
• Lead branch operations, including cash vault and ATM, ensuring accuracy and compliance.
• Introduce clients to the branch team and provide seamless service.
• Promote self-service options to simplify banking for clients.
• Support branch operations, loss control, compliance, and audits.

Skills

Regulatory compliance

Attention to detail

Leadership

Staff training

Customer service

Retail banking

Flexible schedule

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking an experienced Branch Operations Lead to partner with the Branch Manager and supervise daily branch activities. You will ensure accurate cash handling, foster a welcoming client experience, and drive adoption of self-service options.

The role requires 1+ year in retail banking, a high school diploma or equivalent, and availability for weekend/evening hours. You will train staff, uphold regulatory standards, and strengthen client relationships.