Branch Operations Lead - Elevate Client Experience

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

Job summary

Chase is seeking a Branch Operations Lead in a Chase Branch to drive day-to-day operations, empower team members, and ensure compliant, client-focused service. You will work closely with the Branch Manager to uphold control standards and deliver exceptional experiences.

You will train and mentor staff, manage lobby flow, promote self-service options, and coordinate with leadership to keep policies current and branch performance strong.

Qualifications

• You have 1+ years of retail banking experience.
• You can work branch hours including weekends and evenings.
• You will complete the Branch Operations Lead Training Program.

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, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, 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. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance and audits, ensuring the branch operates smoothly and securely.

Skills

Attention to detail

Leadership

Regulatory compliance

Client relationships

Team education

Retail banking experience

Education

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in a Chase Branch to drive day-to-day operations, empower team members, and ensure compliant, client-focused service. You will work closely with the Branch Manager to uphold control standards and deliver exceptional experiences.

You will train and mentor staff, manage lobby flow, promote self-service options, and coordinate with leadership to keep policies current and branch performance strong.