Branch Operations Lead: Elevate Client Experience

Aumni; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in Dallas to drive welcoming client experiences, lead branch operations, and promote compliance with policies and procedures. You will work closely with the Branch Manager to motivate staff, manage cash devices, and educate clients about self-service options.

The role emphasizes building lasting relationships, ensuring transaction accuracy, and maintaining audits and loss controls while delivering exceptional service to Chase customers.

Qualifications

• 1+ years of retail banking experience.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.

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

Regulatory compliance

Detail oriented

Leadership

Client education

Customer relationship

Retail banking

Education

High school diploma

GED

College degree

Military equivalent

Job description

Chase is seeking a Branch Operations Lead in Dallas to drive welcoming client experiences, lead branch operations, and promote compliance with policies and procedures. You will work closely with the Branch Manager to motivate staff, manage cash devices, and educate clients about self-service options.

The role emphasizes building lasting relationships, ensuring transaction accuracy, and maintaining audits and loss controls while delivering exceptional service to Chase customers.