Branch Operations Lead - Client Experience & Compliance

Fairygodboss

Boynton Beach (FL)

On-site

USD 55,000 - 85,000

Full time

14 days+

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Job summary

Chase is seeking a Branch Operations Lead to support a welcoming branch environment, guide daily operations, and nurture client relationships. You will help clients with transactions, manage lobby flow, and promote self-service options while ensuring adherence to bank policies and procedures.

The role emphasizes leadership in branch operations, cross-team collaboration, and commitment to accurate transactions and regulatory compliance in a dynamic banking setting.

Qualifications

  • Adhere to policies, procedures, and regulatory banking requirements.
  • Maintain detail orientation and stay organized to juggle tasks.
  • Lead branch operations with transaction accuracy and collaboration.
  • Educate the branch team and partners to stay informed.
  • Build meaningful client relationships and refer to experts when needed.
  • 1+ years of retail banking experience and ability to work weekends/evenings.

Responsibilities

  • Collaborate with Branch Manager to create a welcoming, vibrant branch.
  • Greet clients, assist with transactions, manage lobby flow, schedule meetings.
  • Engage clients with clear communication; anticipate needs and check-in.
  • Lead branch operations: cash devices, cash vault, ATM; resolve issues.
  • Introduce clients to the branch team to deliver seamless service.
  • Share self-service options to simplify banking for clients.
  • Support loss control, compliance, and audits to keep branch secure.

Skills

Policy adherence
Attention to detail
Leadership
Client education
Relationship building
Retail banking experience

Education

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to support a welcoming branch environment, guide daily operations, and nurture client relationships. You will help clients with transactions, manage lobby flow, and promote self-service options while ensuring adherence to bank policies and procedures.

The role emphasizes leadership in branch operations, cross-team collaboration, and commitment to accurate transactions and regulatory compliance in a dynamic banking setting.

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