Branch Operations Lead: Elevate Client Experience

Aumni

Niles (OH)

On-site

USD 60,000 - 90,000

Full time

14 days+
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Benefits offered by this job

Health care coverage
On-site wellness centers
Retirement savings plan
Tuition reimbursement
Mental health support
Financial coaching

Job summary

Chase is seeking a Branch Operations Lead in the United States to drive exceptional client experiences, oversee branch operations, and ensure compliance with policies and regulatory requirements. You will collaborate with the Branch Manager, greet clients, manage lobby flow, and lead efforts to educate staff while building lasting client relationships.

The role emphasizes teamwork, accuracy in transactions, and the ability to work flexible hours including weekends and evenings, with a focus on

Qualifications

  • Adhere to policies, procedures and regulatory banking requirements.
  • Maintain detail orientation and strong organizational skills.
  • Demonstrate leadership and operational proficiency in a branch.
  • Educate and refer clients to subject-mmatter experts as needed.
  • Build meaningful client relationships and trust.
  • 1+ years of retail banking experience.
  • High school diploma, GED, or foreign equivalent.
  • Ability to work branch hours including weekends and evenings.

Responsibilities

  • Collaborate with the Branch Manager to create a welcoming atmosphere and exceptional client experience.
  • Greet clients and assist with transactions, manage lobby flow, and schedule meetings.
  • Engage clients with clear communication and anticipate their needs.
  • Lead branch operations, including cash devices and adherence to policies.
  • Introduce clients to the branch team and assist with specialized financial needs.
  • Promote self-service options to simplify banking for clients.
  • Support branch operations with loss control, compliance, and audits.

Skills

Regulatory compliance
Detail orientation
Leadership
Client education
Team collaboration
Retail banking experience

Education

High school diploma or GED
College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in the United States to drive exceptional client experiences, oversee branch operations, and ensure compliance with policies and regulatory requirements. You will collaborate with the Branch Manager, greet clients, manage lobby flow, and lead efforts to educate staff while building lasting client relationships.

The role emphasizes teamwork, accuracy in transactions, and the ability to work flexible hours including weekends and evenings, with a focus on

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