Branch Operations Lead — Customer Experience Champion

Aumni; Largo (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to oversee day-to-day branch activities, ensuring a welcoming client experience and adherence to policies. You will lead operations, manage cash devices, resolve issues, and promote self-service options while building strong client relationships.

Experience in retail banking and the ability to work varied hours including weekends are required; a high school diploma or GED is sufficient, with a college degree or military equivalence preferred.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Stay organized and detail-focused to juggle multiple tasks.
• Lead with operational proficiency while ensuring transaction accuracy in a collaborative team.
• 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.
• Ability to work branch hours including weekends and evenings.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet clients and assist with transactions, lobby flow, and meeting scheduling.
• Engage clients with clear communication and anticipate needs.
• Lead branch operations, manage cash devices, and resolve issues while upholding bank policies.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to access accounts any time.
• Support loss control, compliance, and audits to keep operations secure.

Skills

Policy compliance

Detail orientation

Leadership

Client education

Relationship building

Multi-tasking

Team collaboration

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to oversee day-to-day branch activities, ensuring a welcoming client experience and adherence to policies. You will lead operations, manage cash devices, resolve issues, and promote self-service options while building strong client relationships.

Experience in retail banking and the ability to work varied hours including weekends are required; a high school diploma or GED is sufficient, with a college degree or military equivalence preferred.