Branch Experience & Operations Lead

Aumni; Sarasota (FL); On-site; USD 54,000 - 78,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in a Sarasota, FL area to guide daily branch activities, support the Branch Manager, and drive outstanding client experiences. The role focuses on operational leadership, policy adherence, and staff development in a fast-paced retail banking environment.

The successful candidate will mentor team members, manage lobby flow, promote self-service options, and ensure compliance with procedures while building lasting client relationships.

Qualifications

• Adhere to policies, procedures, and regulatory requirements.
• Maintain accuracy and efficiency while handling transactions.
• Lead and educate branch team to ensure excellent service.
• Flexible to work weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create welcoming, vibrant branch atmosphere and exceptional client experiences.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Guide clients using clear communication, check them into the waiting queue, and anticipate needs.
• Lead branch operations including cash devices, resolve client issues with attention to detail and adherence to policies.

Skills

Policy compliance

Detail oriented

Leadership

Team education

Client relationship building

Retail banking experience

Education

High school diploma or GED

College degree

Job description

Chase is seeking a Branch Operations Lead in a Sarasota, FL area to guide daily branch activities, support the Branch Manager, and drive outstanding client experiences. The role focuses on operational leadership, policy adherence, and staff development in a fast-paced retail banking environment.

The successful candidate will mentor team members, manage lobby flow, promote self-service options, and ensure compliance with procedures while building lasting client relationships.