Branch Operations Lead: Customer Experience Champion

JPMorganChase; Santa Barbara (CA); On-site; USD 52,000 - 74,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to oversee day-to-day branch activities in Santa Barbara, CA. You will work with the Branch Manager and staff to ensure accurate transactions, strong customer service, and adherence to bank policies.

The role involves managing cash devices, lobby flow, and coordinating meetings while educating team members and supporting regulatory compliance. The position requires 1+ years in retail banking, flexibility to work weekends/evenings, and the ability to

Qualifications

• You follow policies, procedures and banking regulations.
• Attention to detail and strong organizational skills.
• Leadership and operational proficiency in a team setting.
• Ability to educate and update the branch team and partners.
• Strong client engagement and relationship-building skills.
• 1+ years of retail banking experience.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch atmosphere.
• Greet clients, assist with transactions, manage lobby flow and meetings.
• Engage clients with clear communication and anticipate needs.
• Lead branch operations, cash devices, and maintain policy compliance.
• Introduce clients to the branch team and assist with specialized needs.
• Explain self-service options and improve customer access.
• Support loss control, compliance and audits to ensure smooth operations.

Education

High school degree / GED / foreign equivalent

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to oversee day-to-day branch activities in Santa Barbara, CA. You will work with the Branch Manager and staff to ensure accurate transactions, strong customer service, and adherence to bank policies.

The role involves managing cash devices, lobby flow, and coordinating meetings while educating team members and supporting regulatory compliance. The position requires 1+ years in retail banking, flexibility to work weekends/evenings, and the ability to