Branch Operations Lead: Elevate Client Experience

JPMorgan Chase & Co.; Simi Valley (CA); On-site; USD 52,000 - 72,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Branch Operations Lead to partner with the Branch Manager and a team of experts to ensure precise handling of client transactions while driving adoption of self-service options and maintaining strong loss control and regulatory compliance.

The role emphasizes leadership, attention to detail, and the ability to educate and engage both clients and staff in a dynamic, customer-focused banking environment.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain a keen eye for detail and stay organized to juggle multiple tasks.
• Lead with strong leadership and operational proficiency, ensuring transaction accuracy.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch.
• Greet clients warmly, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Engage clients with clear communication, anticipate needs, and check them into the waiting queue.
• Lead branch operations, including managing cash devices like the cash vault and ATM, resolving issues with accuracy and compliance.
• Introduce clients to the branch team to deliver seamless service and meet specialized financial needs.
• Promote self-service options to simplify the banking experience for clients.
• Support all aspects of branch operations, including loss control, compliance, and audits.

Skills

Attention to detail

Leadership

Operational proficiency

Educating team and partners

Client relationship building

Retail banking experience

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Branch Operations Lead to partner with the Branch Manager and a team of experts to ensure precise handling of client transactions while driving adoption of self-service options and maintaining strong loss control and regulatory compliance.

The role emphasizes leadership, attention to detail, and the ability to educate and engage both clients and staff in a dynamic, customer-focused banking environment.