Branch Operations Lead: Elevate Client Experience

Fairygodboss; City of Glen Cove (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager and team, ensuring precise handling of client transactions while upholding policies and regulatory standards. You will guide branch operations, promote self-service options, and train staff to deliver an exceptional client experience, while maintaining controls, audits, and loss prevention.

The role requires 1+ year retail banking experience, flexibility to work weekends and evenings, and a commitment to diversity and

Qualifications

• Adheres to policies, procedures and regulatory banking requirements.
• Maintains accuracy and organization to juggle multiple tasks.
• Leads branch operations and supports a collaborative team.
• Educates branch team and partners to stay informed.

Responsibilities

• Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet clients, manage lobby flow, assist with transactions and scheduling.
• Communicate clearly to understand client needs and guide them appropriately.
• Lead cash-handling and ATM/vault operations while ensuring policy compliance.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to simplify banking for clients.
• Support loss control, compliance and audit readiness in branch operations.

Skills

Policy compliance

Detail orientation

Leadership

Client education

Relationship building

Retail banking

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager and team, ensuring precise handling of client transactions while upholding policies and regulatory standards. You will guide branch operations, promote self-service options, and train staff to deliver an exceptional client experience, while maintaining controls, audits, and loss prevention.

The role requires 1+ year retail banking experience, flexibility to work weekends and evenings, and a commitment to diversity and