Branch Operations Lead: Elevate Client Experience

Aumni; Smithfield (RI); On-site; USD 55,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client service and maintaining strong operational controls at the branch level. The role emphasizes hospitality, compliance with policies, and the strategic use of self-service options to enhance the banking experience.

You will lead daily branch operations, supervise staff, and ensure accurate transactions while fostering relationships with clients and colleagues across teams in a dynamic

Qualifications

• Adheres to policies, procedures and regulatory banking requirements.
• Keeps meticulous records and stays organized in a fast-paced environment.
• Leads branch operations and ensures accuracy of transactions.
• Educates branch staff and partners to stay informed on policies.
• Builds confident client relationships and guides customers to specialists.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch environment.
• Greet clients and assist with transactions, manage lobby flow and schedule meetings.
• Engage clients with clear communication, understand needs and check them in.
• Lead branch operations, manage cash devices, resolve client issues per policy.
• Introduce clients to the branch team and assist with financial needs.
• Promote self-service options for convenient access to accounts.
• Support loss control, compliance and audits to ensure smooth operation.

Skills

Policy adherence

Detail orientation

Leadership

Team education

Client engagement

Retail banking experience

Weekend/evening availability

High school diploma or GED

Education

High school degree or GED or foreign equivalent

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering exceptional client service and maintaining strong operational controls at the branch level. The role emphasizes hospitality, compliance with policies, and the strategic use of self-service options to enhance the banking experience.

You will lead daily branch operations, supervise staff, and ensure accurate transactions while fostering relationships with clients and colleagues across teams in a dynamic