Branch Operations & Client Experience Lead

JP Morgan Chase; Corona (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in California is seeking a Branch Operations Lead to manage daily branch activities, supervise staff, and ensure precise handling of client transactions while complying with policies and regulatory requirements.

You will guide clients to self-service options, build lasting relationships, and collaborate with the Branch Manager to maintain high standards for loss control, compliance, and audits.

Qualifications

• Adhere to policies, procedures and regulatory banking requirements.
• Maintain detail orientation and stay organized to juggle tasks.
• Lead and operate branch activities ensuring transaction accuracy.
• Educate branch team and partners to stay connected and informed.
• Build meaningful client relationships and refer to experts when needed.
• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with 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; anticipate needs and guide them to self-service options.
• Lead branch operations: cash devices, vaults, ATMs, and resolve issues in line with policies.
• Introduce clients to the branch team to deliver seamless service and foster relationships.
• Promote self-service options for anytime access to accounts.
• Support all aspects of branch operations, including loss control, compliance and audits.

Skills

Customer service

Bank operations

People leadership

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Tools

Cash handling procedures

Job description

JPMorgan Chase in California is seeking a Branch Operations Lead to manage daily branch activities, supervise staff, and ensure precise handling of client transactions while complying with policies and regulatory requirements.

You will guide clients to self-service options, build lasting relationships, and collaborate with the Branch Manager to maintain high standards for loss control, compliance, and audits.