Branch Operations Lead: Elevate Client Experience

Aumni; Tacoma (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to oversee day-to-day branch activities, ensuring accurate transactions and policy adherence. You will support the Branch Manager, guide frontline staff, and foster strong client relationships while promoting self-service options for a smoother banking experience.

You will lead operations, manage cash devices, and help maintain high standards for loss prevention, compliance, and audits, contributing to a welcoming and efficient branch environment.

Qualifications

• Adherence to policies, procedures, and regulatory banking requirements.
• Strong attention to detail and organizational skills.
• Leadership and operational proficiency to ensure transaction accuracy in a team setting.
• Ability to educate and keep the branch team informed.
• Ability to engage clients and refer to experts when needed.
• 1+ years of retail banking experience.
• High school diploma or GED or foreign equivalent.
• 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 relationships.
• Communicate clearly to understand client needs and guide them to self-service options.
• Lead branch operations, manage cash devices, and ensure adherence to bank policies and procedures.
• Introduce clients to the branch team to deliver seamless service and address specialized financial needs.
• Promote self-service options for round-the-clock access to accounts.
• Support all branch operations, ensuring loss control, compliance, and audit readiness.

Skills

Attention to detail

Leadership

Customer service

Regulatory knowledge

Communication

Team collaboration

Education

High school diploma or GED

Associate degree or higher

Job description

Chase is seeking a Branch Operations Lead to oversee day-to-day branch activities, ensuring accurate transactions and policy adherence. You will support the Branch Manager, guide frontline staff, and foster strong client relationships while promoting self-service options for a smoother banking experience.

You will lead operations, manage cash devices, and help maintain high standards for loss prevention, compliance, and audits, contributing to a welcoming and efficient branch environment.