Branch Operations Lead - Customer-Focused Banking

JPMorgan Chase; San Jose (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Branch Operations Lead to partner with the Branch Manager, drive a welcoming client experience, manage daily branch operations, and supervise staff to ensure accuracy and compliance. You will promote self-service options and build lasting client relationships.

The role emphasizes adherence to policies, regulatory requirements, and loss control, with responsibilities spanning client engagement, process improvements, and coordinating with specialists as needed.

Qualifications

• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.
• Strong attention to detail and adherence to policies and procedures.
• Proven leadership and ability to educate teammates and partners.

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, polite communication and anticipate needs.
• Lead branch operations, including cash devices and audits.
• Introduce clients to the branch team to deliver seamless service.
• Promote self-service options to simplify banking for clients.
• Support all branch operations and loss control compliance.

Skills

Leadership

Customer engagement

Detail orientation

Policy compliance

Team education

Communication

Client referrals

Education

High school diploma / GED or foreign equivalent

College degree or military equivalent (preferred)

Job description

JPMorgan Chase is seeking a Branch Operations Lead to partner with the Branch Manager, drive a welcoming client experience, manage daily branch operations, and supervise staff to ensure accuracy and compliance. You will promote self-service options and build lasting client relationships.

The role emphasizes adherence to policies, regulatory requirements, and loss control, with responsibilities spanning client engagement, process improvements, and coordinating with specialists as needed.