Branch Operations Lead - Elevate Client Experience

JPMorganChase; Town of Orchard Park (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to oversee daily branch activities, guide the team, and ensure precise handling of client transactions. You will promote self-service options, assist with complex financial needs, and maintain compliance across operations.

You will lead by example, train staff, and foster a welcoming atmosphere while meeting branch goals and safeguarding assets.

Qualifications

• You take pride in adhering to policies, procedures, and regulatory banking requirements.
• You are committed to staying organized and detail-oriented to juggle multiple tasks.
• You are proud of your leadership and operational proficiency, ensuring transaction accuracy in a team environment.
• You excel at educating the branch team and partners to stay connected and informed.
• You build meaningful client relationships and refer them to our experts when needed.
• You have 1+ years of retail banking experience.
• You have a high school degree, GED, or foreign equivalent.
• You can 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 trusted relationships.
• Engage clients with clear communication to understand and help them effectively.
• Lead branch operations, including cash devices like the cash vault and ATM, while adhering to policies.
• Introduce clients to the friendly branch team and assist with specialized financial needs.
• Promote self-service options to simplify banking for clients.
• Support branch operations including maintaining loss control, compliance, and audits.

Skills

Customer service

Regulatory compliance

Leadership

Team collaboration

Communication

Attention to detail

Education

High school diploma, GED, or foreign equivalent

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to oversee daily branch activities, guide the team, and ensure precise handling of client transactions. You will promote self-service options, assist with complex financial needs, and maintain compliance across operations.

You will lead by example, train staff, and foster a welcoming atmosphere while meeting branch goals and safeguarding assets.