Branch Operations Lead: Customer Experience and Compliance

JP Morgan Chase; Montgomery (AL); On-site; USD 46,000 - 62,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in Montgomery, AL to oversee daily branch operations, guide a customer-centric team, and ensure adherence to banking policies and regulatory standards. The role requires strong people leadership, cash handling oversight, and the ability to educate teammates on best practices.

You will work closely with the Branch Manager, greet clients, manage lobby flow, and foster lasting relationships while supporting audits and compliance.

Qualifications

• Strict adherence to banking policies, procedures, and regulatory requirements.
• Strong organizational skills and attention to detail for handling multiple tasks.
• Leadership and operational proficiency to ensure transaction accuracy and branch efficiency.
• Ability to educate and coach branch staff and partners to stay informed.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming, high-value client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trust.
• Engage clients with clear communication and anticipate needs during check-in.
• Lead branch operations, including cash devices like the vault and ATM, while ensuring compliance.
• Introduce clients to the branch team to deliver seamless service and specialized financial support.
• Promote self-service options for clients to access accounts anytime.
• Support loss control, compliance, and audits to keep the branch secure.

Skills

Customer service

Policy compliance

Team leadership

Regulatory banking

Attention to detail

Communication skills

Education

High School Diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in Montgomery, AL to oversee daily branch operations, guide a customer-centric team, and ensure adherence to banking policies and regulatory standards. The role requires strong people leadership, cash handling oversight, and the ability to educate teammates on best practices.

You will work closely with the Branch Manager, greet clients, manage lobby flow, and foster lasting relationships while supporting audits and compliance.