Branch Operations & Client Experience Lead

JPMorgan Chase & Co.; Bethesda (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Bethesda, MD is seeking a Branch Operations Lead to partner with the Branch Manager and staff to deliver an exceptional client experience while ensuring compliance and loss control.

You will guide daily branch operations, assist clients with transactions, promote self-service options, and train teammates on policies, procedures, and regulatory requirements. This role emphasizes leadership, accuracy, and relationship-building.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain organization and multi-task effectively.
• Demonstrate leadership and operational proficiency in transactions.

Responsibilities

• Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet clients and assist with transactions, manage lobby flow, and schedule meetings.
• Communicate clearly to understand and assist clients; anticipate needs and queue management.
• Lead branch operations, including cash devices, ensuring accuracy and adherence to policies.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options for 24/7 access to accounts.
• Support loss control, compliance, and audits to keep the branch secure.

Skills

Customer service

Leadership

Attention to detail

Regulatory compliance

Team education

Relationship building

Cash handling

Communication

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Bethesda, MD is seeking a Branch Operations Lead to partner with the Branch Manager and staff to deliver an exceptional client experience while ensuring compliance and loss control.

You will guide daily branch operations, assist clients with transactions, promote self-service options, and train teammates on policies, procedures, and regulatory requirements. This role emphasizes leadership, accuracy, and relationship-building.