Branch Operations Lead: Elevate Client Experience

JPMorgan Chase & Co.; Venice (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Branch Operations Lead to supervise daily branch activities and ensure a welcoming, compliant client experience. You will work with the Branch Manager and team to uphold policies, manage cash devices, and promote self-service options while building trusted relationships.

In this role you will train and mentor staff, monitor loss control and audits, and ensure accurate transactions with attention to detail across all branch operations and customer interactions.

Qualifications

• Adheres to policies, procedures and regulatory banking requirements.
• Keeps organized with strong attention to detail.
• Demonstrates leadership and operational proficiency.
• Educates branch team and partners to stay informed.
• Educates clients and refers them to experts when needed.
• 1+ year of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with 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, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, 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. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• 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

Retail banking experience

Leadership

Attention to detail

Customer relationship building

Regulatory compliance knowledge

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Branch Operations Lead to supervise daily branch activities and ensure a welcoming, compliant client experience. You will work with the Branch Manager and team to uphold policies, manage cash devices, and promote self-service options while building trusted relationships.

In this role you will train and mentor staff, monitor loss control and audits, and ensure accurate transactions with attention to detail across all branch operations and customer interactions.