Branch Experience & Operations Leader

JP Morgan Chase; Walnut Creek (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

JP Morgan Chase in California is seeking a Branch Operations Lead to partner with the Branch Manager and experts to ensure accurate, compliant client transactions while promoting self-service tools.

You will lead daily branch operations, guide staff, and maintain high standards for loss prevention and audits. This role emphasizes people leadership, client education, and delivering memorable experiences in a busy retail banking environment.

Qualifications

• Adheres to policies, procedures, and regulatory banking requirements.
• Maintains a keen eye for detail and stays organized.
• Demonstrates leadership and operational proficiency in branch settings.
• Educates and informs the branch team and partners.
• Educates clients and refers them to experts when needed.
• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Able to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming, vibrant branch atmosphere.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Engage clients with clear communication; understand needs and check them into waiting queue.
• Lead branch operations, manage cash devices, and ensure accurate transactions.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to simplify banking anytime.
• Support loss control, compliance, and audits to keep the branch secure and compliant.

Skills

Policy compliance

Detail orientation

Leadership

Team education

Client relationship building

Retail banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JP Morgan Chase in California is seeking a Branch Operations Lead to partner with the Branch Manager and experts to ensure accurate, compliant client transactions while promoting self-service tools.

You will lead daily branch operations, guide staff, and maintain high standards for loss prevention and audits. This role emphasizes people leadership, client education, and delivering memorable experiences in a busy retail banking environment.