Branch Operations Lead: Elevate Client Experience

Security Capital Research; Simi Valley (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JP Morgan Chase in California seeks a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences and secure, compliant branch operations. You will guide the lobby, assist clients with transactions, promote self-service options, and lead loss control, audits, and training to keep the team informed and ready to serve every client with care.

You will train and develop staff, implement policies, and foster a welcoming, high-performance environment that

Qualifications

• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.
• Attention to detail and organized mindset.
• Leadership and operational proficiency in a team setting.
• Willingness to educate and refer clients to experts.
• Strong policy compliance and regulatory awareness.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear communication to understand and help them effectively, anticipating their needs while checking them into the waiting queue.
• Lead branch operations, including managing cash devices like the cash vault and ATM, and resolving client issues while adhering to bank policies.
• Introduce clients to the friendly branch team, collaborating to deliver seamless service and assist with specialized financial needs.
• Promote self-service options to simplify banking and enable 24/7 account access.
• Support all aspects of branch operations, maintaining high standards for loss control, compliance, and audits.

Skills

Customer service

Leadership

Attention to detail

Policy compliance

Team collaboration

Education

High school diploma or GED

College degree

Military equivalent

Job description

JP Morgan Chase in California seeks a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client experiences and secure, compliant branch operations. You will guide the lobby, assist clients with transactions, promote self-service options, and lead loss control, audits, and training to keep the team informed and ready to serve every client with care.

You will train and develop staff, implement policies, and foster a welcoming, high-performance environment that