Branch Operations Lead: Elevate Client Experience

J.P. Morgan; Ashland (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to supervise daily branch operations, ensure accurate transactions, and uphold policy compliance. You will lead a team, greet clients, and guide them through self-service options, while maintaining loss control and audit readiness.

You will collaborate with the Branch Manager, manage lobby flow, and build lasting client relationships through proactive service and education. Weekend/evening availability required.

Qualifications

• You follow policies, procedures, and regulatory banking requirements.
• You stay organized and manage multiple tasks efficiently.
• You lead operations and ensure transaction accuracy in a team.
• You educate the branch team and partners, keeping everyone informed.
• You connect with clients and refer them to experts when needed.
• You have 1+ years of retail banking experience.
• You can work weekend and evening branch hours.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch atmosphere.
• Greet clients and assist with transactions, managing lobby flow.
• Communicate clearly to understand needs and check clients into queues.
• Lead branch operations, manage cash devices and resolve client issues.
• Introduce clients to the branch team to deliver seamless service.
• Promote self-service options to simplify the banking experience.
• Support loss control, compliance, and audits to keep operations secure.

Skills

Policy compliance

Detail‑oriented

Leadership

Client education

Relationship building

Retail banking experience

Team collaboration

Communication

Education

High school diploma, GED, or foreign equiv.

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to supervise daily branch operations, ensure accurate transactions, and uphold policy compliance. You will lead a team, greet clients, and guide them through self-service options, while maintaining loss control and audit readiness.

You will collaborate with the Branch Manager, manage lobby flow, and build lasting client relationships through proactive service and education. Weekend/evening availability required.