Branch Operations Lead — Elevate Client Experience

Aumni; Florida; On-site; USD 52,000 - 72,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in Florida to oversee daily branch activities, ensure precise processing of transactions, and promote self-service options for clients. The role partners with the Branch Manager to drive service excellence and regulatory compliance.

Ideal candidates bring 1+ year of retail banking experience, a high school diploma or GED, and the ability to work weekends and evenings. Travel for training is required as part of the program.

Qualifications

• Adheres to policies, procedures and regulatory banking requirements.
• Maintains detail-oriented, organized work habits to juggle multiple tasks.
• Leads operations and ensures transaction accuracy in a collaborative environment.
• Educates branch team and partners to stay informed and compliant.
• Builds meaningful client connections and refers complex needs to specialists.

Responsibilities

• Collaborate with Branch Manager to create a welcoming, high-service branch.
• Greet clients, assist with transactions, manage lobby flow and meetings.
• Interface with clients to understand needs and guide self-service options.
• Lead branch operations including cash devices and loss control, audits, and compliance.
• Introduce clients to the team and help address specialized financial needs.
• Promote self-service tools to improve convenience for clients.
• Support all aspects of branch operations with a focus on security and policy adherence.

Skills

Policy adherence

Attention to detail

Leadership

Team education

Client relationship building

Customer service

Weekend/evening availability

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in Florida to oversee daily branch activities, ensure precise processing of transactions, and promote self-service options for clients. The role partners with the Branch Manager to drive service excellence and regulatory compliance.

Ideal candidates bring 1+ year of retail banking experience, a high school diploma or GED, and the ability to work weekends and evenings. Travel for training is required as part of the program.