Branch Operations Lead: Customer Experience & Training

JPMorgan Chase & Co.; Solana Beach (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Branch Operations Lead in Solana Beach, CA to oversee daily branch activities and lead a team in delivering exceptional client experiences. You’ll ensure compliance, manage lobby flow, and promote self-service options to empower clients.

You will collaborate with leadership to uphold policies, train staff, and drive a culture of accuracy, security, and service excellence in a fast-paced retail banking environment.

Qualifications

• 1+ years of retail banking experience.
• Ability to work branch hours including weekends and evenings.
• Completion of Branch Operations Lead Training Program.
• Travel for in-person training and meetings.
• Strong attention to detail and regulatory compliance.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet clients and assist with transactions, manage lobby flow, and schedule meetings.
• Engage clients with clear communication to understand needs and check them into the waiting queue.
• Lead branch operations, including managing cash devices like the cash vault and ATM; resolve issues.
• Introduce clients to the branch team to deliver seamless service and build relationships.
• Promote self-service options to simplify account access any time.
• Support branch operations with loss control, compliance, and audits.

Skills

People leadership

Regulatory compliance

Cash handling

Customer service

Education

High school diploma or GED

College degree or military equivalent

Tools

Cash vault management

ATM operations

Job description

JPMorgan Chase & Co. is seeking a Branch Operations Lead in Solana Beach, CA to oversee daily branch activities and lead a team in delivering exceptional client experiences. You’ll ensure compliance, manage lobby flow, and promote self-service options to empower clients.

You will collaborate with leadership to uphold policies, train staff, and drive a culture of accuracy, security, and service excellence in a fast-paced retail banking environment.