Branch Operations Lead: Elevate Client Experience

Aumni; Streetsboro (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in Streetsboro, OH to work with the Branch Manager and colleagues to ensure transactions are processed accurately, securely, and in compliance with policies. You will greet clients, manage lobby flow, promote self-service options, oversee cash devices, and lead the team to deliver exceptional service and a positive branch culture.

This role emphasizes training, loss control, audits, and timely communication of new policies, with opportunities for career

Qualifications

• Follow policies, procedures, and regulatory banking requirements.
• Maintain strong attention to detail and organizational skills.
• Lead and cooperate with the branch team to ensure accurate transactions.
• Educate teammates and partners to stay informed.
• Engage clients and refer to experts when needed.

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, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

Skills

Policy compliance

Attention to detail

Leadership

Customer education

Team collaboration

Education

High school diploma or GED

Foreign equivalent

College degree or military equivalent (preferred)

Job description

Chase is seeking a Branch Operations Lead in Streetsboro, OH to work with the Branch Manager and colleagues to ensure transactions are processed accurately, securely, and in compliance with policies. You will greet clients, manage lobby flow, promote self-service options, oversee cash devices, and lead the team to deliver exceptional service and a positive branch culture.

This role emphasizes training, loss control, audits, and timely communication of new policies, with opportunities for career