Branch Operations Lead: Elevate Client Experience

JPMorganChase; Newton (MA); On-site; USD 65,000 - 85,000; Full time

Job summary

Chase, a leading financial services firm, seeks a Branch Operations Lead to drive client-focused service and branch efficiency in Newton, MA. You will work with the Branch Manager to ensure accurate transactions, risk controls, and a welcoming atmosphere for customers.

This role emphasizes leadership, training, and maintaining policy adherence. You will engage clients, promote self-service options, and guide the team to deliver consistent, compliant service while supporting branch operations and

Qualifications

• Must adhere to banking policies and regulatory requirements.
• Strong attention to detail and organizational skills.
• Proven leadership and operational proficiency in a team setting.
• Ability to educate branch team and partners and keep them informed.
• Ability to build relationships with clients and refer them to specialists.
• 1+ years of retail banking experience.
• High school diploma or GED (or foreign equivalent).
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create welcoming, high-service branch atmosphere.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Engage clients with clear communication, anticipate needs, and check them into queues.
• Lead branch operations, manage cash devices, and resolve client issues per policies.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to provide 24/7 banking access.
• Support branch operations, ensuring loss control, compliance, and audits.

Skills

Policy adherence

Detail oriented

Leadership

Customer education

Client engagement

Retail banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase, a leading financial services firm, seeks a Branch Operations Lead to drive client-focused service and branch efficiency in Newton, MA. You will work with the Branch Manager to ensure accurate transactions, risk controls, and a welcoming atmosphere for customers.

This role emphasizes leadership, training, and maintaining policy adherence. You will engage clients, promote self-service options, and guide the team to deliver consistent, compliant service while supporting branch operations and