Branch Operations Lead - Elevate Client Experience

JPMorganChase; Medfield (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Branch Operations Lead to oversee daily branch activities, collaborate with the Branch Manager, and ensure precise handling of client transactions while adhering to policies.

You will guide staff, promote self-service options, manage lobby flow, and uphold loss prevention and regulatory standards. This role emphasizes customer care and operational excellence across the branch.

Qualifications

• You adhere to policies, procedures, and regulatory banking requirements.
• You stay organized and detail-oriented to juggle multiple tasks.
• You lead operations and ensure transaction accuracy in a collaborative environment.
• You educate and empower branch staff to stay connected and informed.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming atmosphere and ensure an exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Engage clients with clear communication and anticipate their needs in the waiting queue.
• Lead branch operations, including cash devices, resolve client issues, and uphold policies.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to simplify banking for clients anytime, day or night.
• Support all aspects of branch operations, maintaining loss control, compliance, and audits.

Skills

Retail banking

Customer service

Leadership

Policy compliance

Cash handling

Education

High school diploma or GED

Job description

JPMorgan Chase in the United States is seeking a Branch Operations Lead to oversee daily branch activities, collaborate with the Branch Manager, and ensure precise handling of client transactions while adhering to policies.

You will guide staff, promote self-service options, manage lobby flow, and uphold loss prevention and regulatory standards. This role emphasizes customer care and operational excellence across the branch.