Branch Experience & Ops Lead

JPMorganChase; Carpinteria (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Branch Operations Lead in California to oversee branch efficiency, client experiences, and team collaboration. You will support transactions, lobby flow, and meetings with clients while enforcing bank policies and regulatory compliance.

The role requires leading branch operations, improving service quality, and driving self-service adoption to enhance the overall banking experience. Weekend/evening hours may be required.

Qualifications

• Adhere to policies and regulatory banking requirements.
• Detail-oriented and organized, able to juggle multiple tasks.
• Strong leadership and operational proficiency.
• Able to educate and connect with team and partners.
• Capable of building relationships with clients and colleagues.
• 1+ years of retail banking experience.
• High school diploma or GED required.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Engage clients with clear communication and anticipate needs during visits.
• Lead branch operations including cash devices; resolve client issues with accuracy and compliance.
• Introduce clients to the friendly branch team and assist with specialized financial needs.
• Promote self-service options to simplify banking for clients.
• Support all aspects of branch operations, including loss control, compliance, and audits.

Skills

Policy adherence

Detail orientation

Leadership

Customer education

Client relationship

Communication

Team collaboration

Retail banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Branch Operations Lead in California to oversee branch efficiency, client experiences, and team collaboration. You will support transactions, lobby flow, and meetings with clients while enforcing bank policies and regulatory compliance.

The role requires leading branch operations, improving service quality, and driving self-service adoption to enhance the overall banking experience. Weekend/evening hours may be required.