Branch Operations & Experience Leader

JPMorganChase; Salinas (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Chase is seeking a Branch Operations Lead at a California branch to oversee daily operations, coach staff, and ensure accurate processing of client transactions while upholding bank policies and regulatory requirements.

You will collaborate with the Branch Manager to improve customer experience, manage cash devices, monitor loss prevention, and promote self-service options, with a focus on building lasting client relationships and strong risk controls.

Qualifications

• Adheres to policies, procedures, and regulatory banking requirements.
• Maintains keen eye for detail and stays organized to juggle tasks.
• Exhibits leadership and operational proficiency to ensure transaction accuracy in a team setting.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming, client-focused branch environment.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trust.
• Engage clients with clear communication, anticipate needs, and guide them to appropriate services.
• Lead branch operations, including cash devices like the cash vault and ATM, upholding policies.
• Introduce clients to the team to deliver seamless service and assist with specialized financial needs.
• Promote self-service options to simplify banking for customers at any time.
• Support all aspects of branch operations with emphasis on loss control, compliance, and audits.

Skills

Attention to detail

Leadership

Customer service

Communication

Organizational skills

Retail banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead at a California branch to oversee daily operations, coach staff, and ensure accurate processing of client transactions while upholding bank policies and regulatory requirements.

You will collaborate with the Branch Manager to improve customer experience, manage cash devices, monitor loss prevention, and promote self-service options, with a focus on building lasting client relationships and strong risk controls.