Branch Operations & Client Experience Lead

Aumni; Sunbury (OH); On-site; USD 52,000 - 70,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in a busy Ohio branch to drive client service excellence and maintain compliant, efficient operations. You will partner with the Branch Manager to greet clients, manage lobby flow, and guide transactions while promoting self-service options.

This role emphasizes leadership, adherence to banking regulations, and the ability to educate staff and build lasting client relationships through collaborative teamwork.

Qualifications

• Adhere to policies, procedures and regulatory banking requirements.
• Maintain detail orientation and organizational skills to juggle tasks.
• Demonstrate leadership and operational proficiency for accurate transactions.
• Educate branch team and partners and keep them informed.
• Build meaningful client relationships and refer to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create welcoming branch atmosphere.
• Greet clients and assist with transactions, manage lobby flow and meetings.
• Explain self-service options to customers for convenient access.
• Lead branch operations, including cash devices, and ensure policy compliance.
• Introduce clients to the team to deliver seamless service and handle specialized needs.
• Support audits, loss control, and overall branch security and compliance.

Skills

Policy adherence

Detail oriented

Leadership

Educate teammates

Client relationship building

Retail banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in a busy Ohio branch to drive client service excellence and maintain compliant, efficient operations. You will partner with the Branch Manager to greet clients, manage lobby flow, and guide transactions while promoting self-service options.

This role emphasizes leadership, adherence to banking regulations, and the ability to educate staff and build lasting client relationships through collaborative teamwork.