Branch Operations Lead: Elevate Client Experience

Next Frontier Capital; Dayton (OH); On-site; USD 52,000 - 72,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to join a Chase Branch in the United States. You will collaborate with the Branch Manager to create a welcoming, vibrant atmosphere, assist with transactions, promote self-service options, and build trusted client relationships.

You will lead branch operations, manage cash devices, ensure accuracy and compliance, and coach teammates to deliver exceptional service. Training and travel for in-person sessions are included.

Qualifications

• You follow policies, procedures, and banking regulations to keep operations smooth.
• You stay organized and detail oriented to juggle multiple tasks.
• You lead and collaborate to ensure accurate transactions and great teamwork.
• You educate the branch team and partners to stay connected and informed.
• You engage clients and refer complex needs to experts when appropriate.
• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming atmosphere and exceptional client experiences.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build relationships.
• Communicate clearly to understand needs and guide clients through the process.
• Lead branch operations, including managing cash devices and ensuring policy compliance.
• Introduce clients to the branch team to deliver seamless service and address financial needs.
• Encourage self-service options for 24/7 account access.
• Support all branch operations with emphasis on loss control, compliance, and audits.

Skills

Policy compliance

Detail-oriented

Leadership

Customer service

Communication

Team collaboration

Cash handling

Training

Education

High school diploma or GED

Tools

Cash handling equipment

Job description

Chase is seeking a Branch Operations Lead to join a Chase Branch in the United States. You will collaborate with the Branch Manager to create a welcoming, vibrant atmosphere, assist with transactions, promote self-service options, and build trusted client relationships.

You will lead branch operations, manage cash devices, ensure accuracy and compliance, and coach teammates to deliver exceptional service. Training and travel for in-person sessions are included.