Branch Operations & Client Experience Lead

JPMorgan Chase; Village of Monticello (NY); On-site; USD 36,000 - 44,000; Full time

Job summary

JPMorgan Chase Monticello branch is seeking a Branch Operations Lead to drive exceptional client experiences while supervising daily branch activity. You will work with the Branch Manager to ensure accurate transactions, strong controls, and a supportive team environment.

You will coach staff, manage cash devices, and promote self-service options to help clients access services anytime, anywhere. This role requires weekend/evening availability and adherence to internal policies.

Qualifications

• Compliance with banking policies and regulatory requirements.
• Attention to detail and ability to multi-task in a branch.
• Strong leadership and operational proficiency in a team.
• Ability to educate and guide branch colleagues and partners.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch environment.
• Greet clients, assist with transactions, manage lobby flow and meetings.
• Engage clients with clear communication and anticipate needs.
• Lead branch operations, including cash devices and ATM, ensuring accuracy.
• Introduce clients to the team and assist with specialized financial needs.
• Promote self-service options to enhance client banking experience.
• Support loss control, compliance, and audits with the Branch Manager.

Skills

Retail banking experience

Customer service

Leadership

Policy compliance

Cash handling

Regulatory awareness

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase Monticello branch is seeking a Branch Operations Lead to drive exceptional client experiences while supervising daily branch activity. You will work with the Branch Manager to ensure accurate transactions, strong controls, and a supportive team environment.

You will coach staff, manage cash devices, and promote self-service options to help clients access services anytime, anywhere. This role requires weekend/evening availability and adherence to internal policies.