Branch Operations Lead — Elevate Client Experience

Aumni; Miami Beach (FL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Branch Operations Lead to oversee daily branch operations, ensure top-tier client experiences, and drive adherence to policies and regulatory requirements. You will collaborate with the Branch Manager to foster a welcoming environment, manage lobby flow, and guide the team in delivering accurate transactions and proactive client education.

The role emphasizes leadership, operational proficiency, and a commitment to loss control and audits while promoting self-service options

Qualifications

• Adheres to policies, procedures, and regulatory banking requirements.
• Maintains detail orientation and organizational skills to juggle multiple tasks.
• Leads with strong operational proficiency and transaction accuracy.
• Educates and informs branch team and partners to stay aligned.
• Engages clients and refers them to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch atmosphere.
• Greet clients and assist with transactions, manage lobby flow, and schedule meetings.
• Communicate clearly to understand client needs and guide them accordingly.
• Lead branch operations, manage cash devices, resolve client issues, ensure policy compliance.
• Introduce clients to the branch team to deliver seamless service and address financial needs.
• Educate clients on self-service options to access accounts anytime.
• Support branch operations, including loss control, compliance, and audits.

Skills

Leadership

Customer service

Policy adherence

Regulatory knowledge

Team collaboration

Retail banking

Education

High school diploma or GED

Job description

Chase is seeking a Branch Operations Lead to oversee daily branch operations, ensure top-tier client experiences, and drive adherence to policies and regulatory requirements. You will collaborate with the Branch Manager to foster a welcoming environment, manage lobby flow, and guide the team in delivering accurate transactions and proactive client education.

The role emphasizes leadership, operational proficiency, and a commitment to loss control and audits while promoting self-service options