Branch Operations Lead: Elevate Client Experience

JPMorganChase; San Diego (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorganChase in San Diego, CA seeks a Branch Operations Lead to oversee daily branch activities, partnering with the Branch Manager to ensure accurate, compliant transactions while delivering outstanding client experiences. You will guide the team, manage lobby flow, promote self-service, and uphold loss control and audit standards.

Strong communication and staff training are essential for success in this role.

Qualifications

• Adhere to policies, procedures and regulatory banking requirements.
• Maintain keen attention to detail and stay organized across tasks.
• Demonstrate leadership and operational proficiency to ensure accurate transactions.
• Educate branch team and partners to stay connected and informed.
• Engage clients and refer them to experts when needed.
• 1+ years of retail banking experience.
• 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, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Communicate clearly to understand needs and assist with visits.
• Lead branch operations, including managing cash devices and adherence to policies.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to enable account access anytime, day or night.
• Support loss control, compliance, and audits to ensure smooth, secure operations.

Skills

Customer service

Leadership

Attention to detail

Communication

Educating others

Relationship building

Teamwork

Education

High school diploma or GED

Job description

JPMorganChase in San Diego, CA seeks a Branch Operations Lead to oversee daily branch activities, partnering with the Branch Manager to ensure accurate, compliant transactions while delivering outstanding client experiences. You will guide the team, manage lobby flow, promote self-service, and uphold loss control and audit standards.

Strong communication and staff training are essential for success in this role.