Branch Operations Lead: Elevate Client Experience

JPMorganChase; Tiburon (CA); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorganChase in Tiburon, CA is seeking a Branch Operations Lead to partner with the Branch Manager to elevate client experiences, supervise daily transactions, and ensure adherence to policies and regulatory requirements. You will guide the lobby flow, lead the branch team, and drive loss control and audit readiness.

The role emphasizes strong client relationships, collaboration with specialists, and a proactive approach to self-service banking. Weekend/evening hours may be required.

Qualifications

• Adhere to policies, procedures and regulatory requirements.
• Maintain strong attention to detail and organizational skills.
• Demonstrate leadership and operational proficiency in branch settings.
• Educate and engage branch teams and partners.
• Build relationships and educate clients, referring to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create a welcoming, high-performing branch.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Communicate clearly to understand client needs and guide them to services.
• Lead cash operations and ensure accuracy while following policies.
• Introduce clients to the branch team and specialized financial services.
• Promote self-service options and access to accounts any time.
• Support loss control, compliance, and audits to keep operations secure.

Skills

Compliance

Detail orientation

Leadership

Client education

Relationship building

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase in Tiburon, CA is seeking a Branch Operations Lead to partner with the Branch Manager to elevate client experiences, supervise daily transactions, and ensure adherence to policies and regulatory requirements. You will guide the lobby flow, lead the branch team, and drive loss control and audit readiness.

The role emphasizes strong client relationships, collaboration with specialists, and a proactive approach to self-service banking. Weekend/evening hours may be required.