Branch Operations & Client Experience Lead

Aumni; Ocean View (DE); On-site; USD 54,000 - 74,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to drive a welcoming client experience, oversee daily branch operations, and lead a team in delivering exceptional service. You will partner with the Branch Manager to ensure compliance, loss control, and efficient service.

Responsibilities include greeting clients, managing lobby flow, coordinating meetings, and guiding the team in delivering accurate transactions while promoting self-service options and customer satisfaction.

Qualifications

• Adhere to policies, procedures and regulatory banking requirements.
• Maintain detail and organizational focus to manage multiple tasks.
• Lead branch operations and ensure transaction accuracy in a team setting.
• Educate branch team and partners to stay informed and compliant.
• Build meaningful client relationships and refer to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create welcoming in-branch experience for clients.
• Greet clients, assist with transactions, manage lobby flow and schedule meetings.
• Communicate clearly to understand client needs and refer them to team of experts when needed.
• Lead operations including cash devices and ATM, resolving client issues promptly.
• Introduce clients to the friendly branch team to deliver seamless service.
• Promote self-service options for client access to accounts at any time.

Skills

Policy adherence

Detail orientation

Leadership

Client education

Relationship building

Retail banking experience

Weekend availability

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to drive a welcoming client experience, oversee daily branch operations, and lead a team in delivering exceptional service. You will partner with the Branch Manager to ensure compliance, loss control, and efficient service.

Responsibilities include greeting clients, managing lobby flow, coordinating meetings, and guiding the team in delivering accurate transactions while promoting self-service options and customer satisfaction.