Branch Operations Lead: Elevate Client Experience

Aumni; Rancho Santa Margarita (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager to deliver exceptional client experiences, oversee lobby flow, cash devices, and adherence to policies while driving community engagement and service excellence.

You will train and educate the branch team, manage audits and loss control, promote self-service options, and build lasting relationships with clients, balancing operations with a welcoming, compliant banking environment.

Qualifications

• Meets regulatory banking requirements and adheres to policies.
• Detail-oriented and highly organized to juggle multiple tasks.
• Proven leadership and operational proficiency.
• Experience educating and coaching branch teams and partners.
• Strong ability to engage and educate clients and refer to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create welcoming, vibrant branch environment.
• Greet clients and assist with transactions, manage lobby flow, and schedule meetings.
• Communicate clearly to understand client needs and guide them effectively.
• Lead branch operations, manage cash devices (cash vault/ATM), and ensure policy compliance.
• Introduce clients to the branch team to deliver seamless service and build relationships.
• Promote self-service options to enable 24/7 account access for clients.
• Support all branch operations, including loss control, compliance, and audits.

Skills

Regulatory compliance

Detail oriented

Leadership

Customer education

Client relationship

Retail banking

Branch hours flexibility

Education

High school diploma or GED

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager to deliver exceptional client experiences, oversee lobby flow, cash devices, and adherence to policies while driving community engagement and service excellence.

You will train and educate the branch team, manage audits and loss control, promote self-service options, and build lasting relationships with clients, balancing operations with a welcoming, compliant banking environment.