Branch Experience & Operations Lead

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Branch Operations Lead to oversee daily branch operations, guest experiences, and regulatory compliance. You will partner with the Branch Manager to deliver exceptional service, coach staff, and promote self-service options for clients.

The role requires at least 1 year of retail banking experience, a high school diploma or GED, and the ability to work weekends/evenings. Training will be provided, and travel for in-person sessions may be required.

Qualifications

• 1+ years of retail banking experience.
• Strong leadership and people-skills to coach a team.
• Detail-oriented with compliance and policy adherence.
• Ability to educate clients and staff about services.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming branch environment and ensure a high-quality client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build relationships.
• Communicate clearly to understand client needs and guide them to appropriate services.
• Lead branch operations, manage cash devices and adhere to bank policies and procedures.
• Introduce clients to the branch team and assist with specialized financial needs to enhance service quality.
• Promote self-service options to make banking convenient for clients.
• Support loss control, compliance, and audits to keep the branch secure and efficient.

Skills

Retail banking experience

Leadership

Attention to detail

Customer education

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in San Francisco seeks a Branch Operations Lead to oversee daily branch operations, guest experiences, and regulatory compliance. You will partner with the Branch Manager to deliver exceptional service, coach staff, and promote self-service options for clients.

The role requires at least 1 year of retail banking experience, a high school diploma or GED, and the ability to work weekends/evenings. Training will be provided, and travel for in-person sessions may be required.