Branch Operations Lead: Elevate Client Experience

Testing Site - JPMC; Florida; On-site; USD 55,000 - 75,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to drive exceptional client experiences in a bustling Florida branch. Lead daily operations, greet and guide clients, and promote self-service options to streamline banking interactions.

You will collaborate with the Branch Manager to uphold policy standards, ensure accurate transactions, and support loss control, audits, and regulatory requirements while mentoring staff and building strong client relationships.

Qualifications

• You follow policies, procedures, and regulatory banking requirements.
• You stay organized and detail oriented to juggle multiple tasks.
• You provide leadership and operate with accuracy while collaborating with teammates.
• You educate and keep the branch team and partners informed and engaged.
• You build meaningful connections with clients and refer them to experts when needed.
• You have 1+ years of retail banking experience.
• You can 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

Attention to detail

Leadership

Client education

Relationship building

Communication skills

Team collaboration

Retail banking experience

Weekend/evening availability

Education

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to drive exceptional client experiences in a bustling Florida branch. Lead daily operations, greet and guide clients, and promote self-service options to streamline banking interactions.

You will collaborate with the Branch Manager to uphold policy standards, ensure accurate transactions, and support loss control, audits, and regulatory requirements while mentoring staff and building strong client relationships.