Branch Operations Lead: Elevate Client Experience

Fairygodboss; Westminster (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase in Westminster, CA is seeking a Branch Operations Lead to oversee daily branch operations, lead a team, and ensure accurate transactions while upholding policies.

You will work with the Branch Manager, guide customer interactions, promote self-service options, and drive loss prevention and audits. The role requires a high school diploma, 1+ year retail banking experience, and availability for weekends/evenings.

Qualifications

• Adhere to banking policies and regulatory requirements.
• Maintain organized, detail-oriented workflow.
• Demonstrate leadership and operational proficiency in a team setting.
• Educate the branch team and partners to stay informed.
• Engage clients 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, 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

Customer service leadership

Policy adherence

Operational proficiency

Team education

Client relationship building

Retail banking experience

Detail oriented

Education

High School Diploma/GED/Foreign equivalent

College degree or military equivalent

Job description

Chase in Westminster, CA is seeking a Branch Operations Lead to oversee daily branch operations, lead a team, and ensure accurate transactions while upholding policies.

You will work with the Branch Manager, guide customer interactions, promote self-service options, and drive loss prevention and audits. The role requires a high school diploma, 1+ year retail banking experience, and availability for weekends/evenings.