Branch Experience & Operations Lead

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Branch Operations Lead to partner with the Branch Manager to deliver welcoming, compliant branch operations and exceptional client experiences.

You will lead cash operations, promote self-service options, train team on policies, and ensure audits and loss control standards are met, while building lasting client relationships and guiding staff through busy shifts, including weekends.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain detail orientation and strong organizational skills.
• Demonstrate leadership and operate collaboratively to ensure transaction accuracy.
• Educate branch team and partners; refer clients to specialists when needed.
• Build meaningful client relationships and explain self-service options.
• 1+ years of retail banking experience.
• High school diploma or GED.
• Ability to work branch hours including weekends and evenings.

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; assist with transactions, manage lobby flow, and schedule 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 client issues quickly and effectively while adhering to bank policies.
• Introduce clients to our friendly branch team to deliver seamless service and build lasting relationships; assist with specialized financial needs.
• Simplify banking by sharing self-service options for access anytime.
• Support all aspects of branch operations, including loss control, compliance, and audits.

Skills

Retail banking

Leadership

Attention to detail

Regulatory compliance

Client relationship skills

Team collaboration

Effective communication

Training/mentoring

Problem solving

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Branch Operations Lead to partner with the Branch Manager to deliver welcoming, compliant branch operations and exceptional client experiences.

You will lead cash operations, promote self-service options, train team on policies, and ensure audits and loss control standards are met, while building lasting client relationships and guiding staff through busy shifts, including weekends.