Branch Operations Lead — Customer Experience & Compliance

JP Morgan Chase; Village of Chestnut Ridge (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JP Morgan Chase's Chestnut Ridge branch seeks a Branch Operations Lead to supervise day-to-day transactions, uphold policies, and coach a team toward excellent client service. You will partner with the Branch Manager to optimize lobby flow and promote self-service options while ensuring compliance and audit readiness.

You will manage cash devices, coach staff, and foster a collaborative culture focused on delivering a memorable banking experience for every customer.

Qualifications

• You adhere to policies, procedures, and regulatory banking requirements.
• You stay organized and detail-oriented to juggle tasks effectively.
• You demonstrate leadership and operational proficiency in a busy branch.
• You enjoy educating the branch team and keeping everyone informed.
• You excel at building client relationships and referring clients to experts.
• You have 1+ years of retail banking experience.
• You can work branch hours including weekends and evenings.
• High school diploma, GED, or foreign equivalent.

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 checking them into the waiting queue.
• Lead branch operations, including managing cash devices like the cash vault and ATM, resolving client issues quickly and accurately.
• Introduce clients to the branch team to deliver seamless service and assist with specialized financial needs.
• Simplify clients' banking experience by highlighting self-service options.
• Work with the Branch Manager to maintain high standards for loss control, compliance, and audits.

Skills

Policy compliance

Detail orientation

Leadership

Team training

Client service

Retail banking

Weekend/evening hours

Branch operations

Education

High School Diploma or GED

College degree

Job description

JP Morgan Chase's Chestnut Ridge branch seeks a Branch Operations Lead to supervise day-to-day transactions, uphold policies, and coach a team toward excellent client service. You will partner with the Branch Manager to optimize lobby flow and promote self-service options while ensuring compliance and audit readiness.

You will manage cash devices, coach staff, and foster a collaborative culture focused on delivering a memorable banking experience for every customer.