Branch Operations Lead: Client Experience & Compliance

JPMorganChase; Turlock (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

JPMorganChase in California is seeking a Branch Operations Lead to partner with the Branch Manager to oversee daily operations and deliver exceptional client experiences.

You will lead branch processes, manage cash devices, promote self-service options, and ensure compliance with bank policies while building trusted relationships with clients in a dynamic community setting.

Travel for training and weekend/evening hours are required as part of ongoing development and coverage.

Qualifications

• Adherence to policies, procedures, and regulatory banking requirements.
• Detail-oriented and organized to juggle multiple tasks.
• Strong leadership and operational proficiency in a branch setting.
• Ability to educate the branch team and partners to stay informed.
• Build meaningful client relationships and educate them about services.
• 1+ years of retail banking experience.
• Ability to work branch hours including weekends and evenings.
• Willingness to travel for training and meetings.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively while managing wait times.
• Lead branch operations, including cash vault and ATM management, ensuring accuracy and adherence to policies.
• Introduce clients to the friendly branch team to deliver seamless service and assist with specialized financial needs.
• Promote self-service options to simplify banking accessibility for clients.
• Support branch operations with loss control, compliance, and audits to maintain smooth and secure operations.

Skills

Leadership

Customer service

Regulatory compliance

Attention to detail

Team collaboration

Training & coaching

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase in California is seeking a Branch Operations Lead to partner with the Branch Manager to oversee daily operations and deliver exceptional client experiences.

You will lead branch processes, manage cash devices, promote self-service options, and ensure compliance with bank policies while building trusted relationships with clients in a dynamic community setting.

Travel for training and weekend/evening hours are required as part of ongoing development and coverage.