Branch Operations Lead: Customer Experience & Compliance

JPMorgan Chase & Co.; San Carlos (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Branch Operations Lead in a Chase Branch to partner with the Branch Manager and colleagues to deliver precise, compliant transactions, welcome clients, and promote self-service options while building lasting relationships.

You will oversee branch operations, manage cash devices, coordinate audits, and lead team to maintain high service standards, loss control, and regulatory compliance, including travel for training.

Qualifications

• You have 1+ years of retail banking experience.
• You have a high school degree, GED, or foreign equivalent.
• You have the ability to work branch hours including weekends and evenings.
• You lead with attention to detail and strive for accuracy in a collaborative team.
• You are skilled at educating and engaging clients and guiding them to bank experts.

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, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, 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. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

Job description

JPMorgan Chase & Co. is seeking a Branch Operations Lead in a Chase Branch to partner with the Branch Manager and colleagues to deliver precise, compliant transactions, welcome clients, and promote self-service options while building lasting relationships.

You will oversee branch operations, manage cash devices, coordinate audits, and lead team to maintain high service standards, loss control, and regulatory compliance, including travel for training.