Branch Operations Lead: Elevate Client Experience

Testing Site - JPMC; Acton (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences. You will guide lobby flow, assist with transactions, and promote self-service options to simplify banking for clients.

You will lead branch operations, ensure accuracy, uphold policies, and collaborate with the team to meet regulatory and audit standards while building lasting client relationships.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain keen eye for detail and stay organized to juggle tasks.
• Demonstrate leadership and operational proficiency in branch settings.
• Educate branch team and partners to stay connected and informed.
• Build meaningful connections with clients and refer complex needs to experts.

Responsibilities

• Collaborate with Branch Manager to create welcoming branch atmosphere.
• Greet clients, assist with transactions, manage lobby flow, schedule meetings.
• Explain self-service options to clients for 24/7 access to accounts.
• Lead branch operations, manage cash devices, ensure accuracy and compliance.
• Introduce clients to team members to deliver seamless service and tailored financial help.
• Support loss control, compliance, and audit readiness.

Skills

Policy adherence

Detail orientation

Leadership

Client education

Relationship building

Weekend/evening availability

Education

High school degree or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences. You will guide lobby flow, assist with transactions, and promote self-service options to simplify banking for clients.

You will lead branch operations, ensure accuracy, uphold policies, and collaborate with the team to meet regulatory and audit standards while building lasting client relationships.