Branch Operations & Client Experience Lead

Testing Site - JPMC; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in San Francisco to work with the Branch Manager and team to ensure precise transactions and policy compliance.

The role focuses on welcoming clients, promoting self-service options, managing lobby flow, and maintaining loss control and audits. Candidates should have 1+ year retail banking experience and a college degree or military equivalent, with weekend/evening availability.

Qualifications

• 1+ years of retail banking experience.
• Ability to work branch hours including weekends and evenings.
• Strong attention to detail and organization.
• Willingness to educate and coach team members.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance and audits, ensuring the branch operates smoothly and securely.

Skills

Policies & procedures

Detail oriented

Leadership

Customer service

Communication

Retail banking

Team collaboration

Education

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in San Francisco to work with the Branch Manager and team to ensure precise transactions and policy compliance.

The role focuses on welcoming clients, promoting self-service options, managing lobby flow, and maintaining loss control and audits. Candidates should have 1+ year retail banking experience and a college degree or military equivalent, with weekend/evening availability.