Branch Operations Lead: Client Experience & Compliance

JPMorgan Chase; Scottsdale (AZ); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase is seeking a Branch Operations Lead in a Chase Branch to oversee daily operations, guide staff, and ensure precise handling of client transactions while aligning with policies and regulatory requirements.

The role focuses on building strong client relationships, promoting self-service options, and maintaining high standards for loss control, compliance, and audits. Aiming to deliver exceptional customer experiences across all branch activities.

Qualifications

• Compliance with banking policies, procedures, and regulatory requirements.
• Strong attention to detail and organizational skills.
• Leadership and operations proficiency to ensure accurate transactions.
• Ability to educate and inform branch staff.
• A passion for client education and referrals to experts.
• 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 welcoming branch atmosphere.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Communicate clearly to understand client needs and check them into the waiting queue.
• Lead branch operations including cash devices and ATM, resolving issues promptly.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options for 24/7 access.
• Support loss control, compliance, and audits to keep the branch secure.

Skills

Retail banking

Leadership

Regulatory compliance

Customer service

Team collaboration

Operational proficiency

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Branch Operations Lead in a Chase Branch to oversee daily operations, guide staff, and ensure precise handling of client transactions while aligning with policies and regulatory requirements.

The role focuses on building strong client relationships, promoting self-service options, and maintaining high standards for loss control, compliance, and audits. Aiming to deliver exceptional customer experiences across all branch activities.