Branch Operations Lead: Client Experience

Next Frontier Capital; Miami (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in a Chase Branch to partner with the Branch Manager and staff, ensuring transactions are handled precisely while following bank policies and regulatory requirements.

The role centers on welcoming clients, promoting self-service options, building trusted relationships, leading branch operations, and upholding loss control, compliance, and audits to keep the branch secure and efficient.

Qualifications

• Adhere to policies, procedures and regulatory banking requirements.
• Maintain detail orientation and organizational skills.
• Demonstrate leadership and operational proficiency in branch settings.
• Educate the branch team and partners to stay informed.
• Build meaningful client connections and refer to experts when needed.
• 1+ years of retail banking experience.
• High school diploma or GED (or foreign equivalent).
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet and assist clients, manage lobby flow, schedule meetings and build trust.
• Engage clients, understand needs, and guide them to self-service options.
• Lead branch operations, including cash devices like cash vault and ATM, resolving issues promptly.
• Introduce clients to the branch team and specialized financial services.
• Ensure loss control, compliance and audits are maintained.
• Support all aspects of branch operations and maintain high service standards.

Skills

Policy adherence

Detail oriented

Leadership

Client education

Relationship building

Customer service

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in a Chase Branch to partner with the Branch Manager and staff, ensuring transactions are handled precisely while following bank policies and regulatory requirements.

The role centers on welcoming clients, promoting self-service options, building trusted relationships, leading branch operations, and upholding loss control, compliance, and audits to keep the branch secure and efficient.