Branch Operations Lead: Elevate Client Experience

JPMorgan Chase

Turlock (CA)

On-site

USD 55,000 - 75,000

Full time

40 hours ago
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Job summary

JPMorgan Chase in California seeks a Branch Operations Lead to oversee daily branch functions, support the Branch Manager, and ensure a welcoming, compliant service experience for clients.

You will lead operations, supervise lobby flow and cash handling, promote self‑service options, train staff, and build lasting client relationships while upholding banking policies and audits. The role requires adaptability to weekend/evening shifts and a commitment to accuracy and risk management.

Qualifications

  • You adhere to policies, procedures, and regulatory banking requirements.
  • You stay organized and detail‑oriented to juggle multiple tasks.
  • You demonstrate leadership and operational proficiency in a collaborative environment.
  • You educate and lead the branch team to stay connected and informed.
  • You build meaningful client relationships 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, 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, anticipating needs while checking them into the waiting queue.
  • Lead branch operations, including cash handling and ATM management, resolving client issues quickly while adhering to bank policies and procedures.
  • Introduce clients to the branch team to deliver seamless service and assist with specialized financial needs, fostering lasting relationships.
  • Promote self‑service options to simplify banking for clients with 24/7 access to accounts.
  • Support branch operations with loss control, compliance, and audits to ensure smooth and secure operations.

Skills

Customer service
Policy adherence
Leadership
Team collaboration
Client education
Attention to detail
Retail banking

Education

High school diploma or GED
College degree preferred

Job description

JPMorgan Chase in California seeks a Branch Operations Lead to oversee daily branch functions, support the Branch Manager, and ensure a welcoming, compliant service experience for clients.

You will lead operations, supervise lobby flow and cash handling, promote self‑service options, train staff, and build lasting client relationships while upholding banking policies and audits. The role requires adaptability to weekend/evening shifts and a commitment to accuracy and risk management.

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