Branch Experience & Operations Lead

Aumni; Town of Pittsford (NY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager to deliver exceptional client experiences, oversee daily branch operations, and ensure compliance with policies and regulatory requirements. You will greet clients, manage lobby flow, promote self-service options, lead cash handling and audits, and coach the team to build lasting relationships while maintaining high loss control standards.

Training and occasional travel are required.

Qualifications

• 1+ years of retail banking experience.
• Ability to work branch hours including weekends and evenings.
• Commitment to following policies, procedures and regulatory requirements.

Responsibilities

• Greet clients and create an exceptional branch experience while managing lobby flow.
• Assist with transactions, advise on self-service options, and schedule meetings to build relationships.
• Communicate clearly to understand needs and guide clients to appropriate solutions.
• Lead branch operations including cash devices and ATM, ensuring accuracy and adherence to policies.
• Introduce clients to the branch team and assist with special financial needs to elevate service.
• Simplify the banking experience by promoting self-service access for accounts anytime.
• Collaborate with the Branch Manager to maintain loss control, compliance, and audits.

Skills

Customer service

Attention to detail

Leadership

Regulatory knowledge

Team collaboration

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager to deliver exceptional client experiences, oversee daily branch operations, and ensure compliance with policies and regulatory requirements. You will greet clients, manage lobby flow, promote self-service options, lead cash handling and audits, and coach the team to build lasting relationships while maintaining high loss control standards.

Training and occasional travel are required.