Branch Operations Lead: Elevate Client Experience

Fairygodboss

Harrisburg (Dauphin County)

On-site

USD 60,000 - 90,000

Full time

2 days ago
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Job summary

Chase is seeking a Branch Operations Lead to oversee branch performance, drive client-focused service, and ensure compliance with all policies and regulatory standards. You will partner with the Branch Manager to coach the team, manage cash operations, and promote self-service options to enhance the client experience.

You will engage with clients, lead operational excellence, and support audits while maintaining a welcoming branch environment and strong community presence.

Qualifications

  • You are committed to following policies, procedures and regulatory banking requirements.
  • You maintain a keen eye for detail and stay organized to juggle multiple tasks.
  • You demonstrate leadership and operational proficiency to ensure transaction accuracy in a collaborative setting.
  • You educate the branch team and partners to stay connected and informed.
  • You build meaningful client connections and refer clients 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, vibrant branch environment focused on exceptional client experiences.
  • Greet clients on entry and assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
  • Communicate clearly to understand client needs and guide them to appropriate self-service options.
  • Lead branch operations, including cash devices like the vault and ATM; address client issues with attention to detail.
  • Introduce clients to the branch team to deliver seamless, compassionate service and assist with specialized financial needs.
  • Promote self-service options to give clients account access anytime, anywhere.
  • Support all branch operations with emphasis on loss control, compliance, and audits.

Skills

Retail banking
Customer service
Regulatory compliance
Leadership
Cash handling
Staff training
Relationship building

Education

High School Diploma or GED

Job description

Chase is seeking a Branch Operations Lead to oversee branch performance, drive client-focused service, and ensure compliance with all policies and regulatory standards. You will partner with the Branch Manager to coach the team, manage cash operations, and promote self-service options to enhance the client experience.

You will engage with clients, lead operational excellence, and support audits while maintaining a welcoming branch environment and strong community presence.

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