Branch Experience & Operations Lead

Next Frontier Capital; Town of Riverhead (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Job summary

Chase, a leading financial services firm, seeks a Branch Operations Lead in New York to oversee branch operations, guide staff, and ensure exceptional client experiences. You will promote self-service options and maintain strict adherence to policies and loss-control standards.

You will train, lead, and collaborate with the Branch Manager to keep procedures current and staff informed, supporting secure, accurate transactions and a welcoming environment.

Qualifications

• You follow policies, procedures, and regulatory requirements.
• Strong attention to detail and organizational skills.
• Proven leadership and operational proficiency.
• Ability to educate and lead branch team.
• Excellent client engagement and communication.
• 1+ years of retail banking experience.
• High school diploma or GED.
• Able to work 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. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling 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 any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

Skills

Retail banking

Leadership

Customer service

Policy compliance

Attention to detail

Team education

Communication

Weekend/evening availability

Education

High school diploma or GED

Associate degree

College degree or military equivalent

Job description

Chase, a leading financial services firm, seeks a Branch Operations Lead in New York to oversee branch operations, guide staff, and ensure exceptional client experiences. You will promote self-service options and maintain strict adherence to policies and loss-control standards.

You will train, lead, and collaborate with the Branch Manager to keep procedures current and staff informed, supporting secure, accurate transactions and a welcoming environment.