Branch Operations Lead: Elevate Client Experience

JPMorgan Chase; Vallejo (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Branch Operations Lead to manage day-to-day branch activities, lead a team, and uphold regulatory compliance. You will focus on delivering exceptional client experiences, supervising cash operations, and coaching staff to maintain high standards across loss control and audits.

The role requires strong attention to detail, excellent communication, and a willingness to work weekends and evenings in a busy branch environment.

Qualifications

• You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
• You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
• You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
• You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
• You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
• You have 1+ years of retail banking experience.
• You have a high school degree, GED, or foreign equivalent.
• You have the ability to work branch hours including weekends and evenings.]
• job_responsibilities_description ["Collaborate with the Branch Manager to create a welcoming atmosphere and ensure every client enjoys an exceptional experience.","Greet clients warmly, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.","Greet clients warmly, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.","Lead branch operations including cash devices; resolve client issues quickly while following bank policies.","Introduce clients to the team to deliver seamless service and build lasting relationships.","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."]
• CoT_job_summary_short":"COMPANY NAME: JPMorgan Chase\nKEY POINTS: Branch leadership, client service, cash operations, regulatory compliance","job_summary_short":"<p>JPMorgan Chase is seeking a Branch Operations Lead to manage day-to-day branch activities, lead a team, and uphold regulatory compliance. You will focus on delivering exceptional client experiences, supervising cash operations, and coaching staff to maintain high standards across loss control and audits.</p><p>The role requires strong attention to detail, excellent communication, and a willingness to work weekends and evenings in a busy branch environment. You will travel for training as needed and contribute to a welcoming community atmosphere.</p>"
• contract_type":"fulltime
• location_type":"on site","remote_scope":null,
• perks":[],
• stated_min":null,

Responsibilities

• Collaborate with the Branch Manager to create a welcoming atmosphere and ensure every client enjoys an exceptional experience.
• Greet clients warmly, assist with transactions, manage lobby flow, and schedule 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 cash devices; resolve client issues quickly while following bank policies.
• Introduce clients to the team to deliver seamless service and build lasting relationships.
• 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

Leadership

Customer service

Regulatory compliance

Loss prevention

Staff training

Branch operations

Relationship building

Payment processing

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Branch Operations Lead to manage day-to-day branch activities, lead a team, and uphold regulatory compliance. You will focus on delivering exceptional client experiences, supervising cash operations, and coaching staff to maintain high standards across loss control and audits.

The role requires strong attention to detail, excellent communication, and a willingness to work weekends and evenings in a busy branch environment.