Branch Operations Lead — Elevate Client Experience

J.P. Morgan; New York (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in New York to drive a welcoming client experience and oversee daily branch operations. You will partner with the Branch Manager to ensure accurate transactions, compliance, and effective lobby management while building lasting relationships with clients.

You will train and energize the branch team, promote self-service banking, and guide clients to appropriate specialists for complex needs.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain attention to detail and stay organized across tasks.
• Demonstrate leadership and operational proficiency for accurate transactions.
• Educate and inform the branch team and partners.
• Engage clients and refer to experts when needed.

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, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Engage clients with clear communication to understand needs and guide them to self-service options.
• Lead branch operations, including cash devices; resolve client issues promptly while following policies and procedures.
• Introduce clients to the branch team to deliver seamless service and support specialized financial needs.
• Promote self-service options to simplify banking for clients at any time.
• Support all aspects of branch operations, including loss control, compliance, and audits.

Skills

Leadership

Customer service

Detail oriented

Team education

Education

High school diploma

College degree

Job description

Chase is seeking a Branch Operations Lead in New York to drive a welcoming client experience and oversee daily branch operations. You will partner with the Branch Manager to ensure accurate transactions, compliance, and effective lobby management while building lasting relationships with clients.

You will train and energize the branch team, promote self-service banking, and guide clients to appropriate specialists for complex needs.