Branch Operations Lead: Elevate Client Experience

JP Morgan Chase

Wethersfield (CT)

On-site

USD 65,000 - 90,000

Full time

7 days ago
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Job summary

JP Morgan Chase in Connecticut seeks a Branch Operations Lead to oversee daily branch activities, coordinating with the Branch Manager to ensure accurate processing of transactions while upholding bank policies and customer excellence.

The role emphasizes coaching staff, welcoming clients, managing lobby flow, driving self-service adoption, and maintaining audit readiness. Occasional weekend/evening hours and training travel may be required.

Qualifications

  • 1+ years of retail banking experience.
  • Experience in branch operations and customer interactions.
  • Ability to work weekends and evenings.
  • Commitment to following policies, procedures and regulatory banking requirements.

Responsibilities

  • Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch.
  • Greet clients and assist with transactions, manage lobby flow and schedule meetings to build trusted relationships.
  • Engage clients with clear communication to understand needs and provide guidance.
  • Lead branch operations, including managing cash devices and maintaining accuracy and security.
  • Introduce clients to the branch team and assist with specialized financial needs to elevate service.
  • Promote self-service options to allow clients 24/7 access to accounts.
  • Support loss control, compliance, and audits to ensure smooth branch operations.

Skills

Leadership
Customer service
Regulatory compliance
Attention to detail
Coaching/education
Relationship building

Education

High school diploma or GED
College degree or military equivalent

Job description

JP Morgan Chase in Connecticut seeks a Branch Operations Lead to oversee daily branch activities, coordinating with the Branch Manager to ensure accurate processing of transactions while upholding bank policies and customer excellence.

The role emphasizes coaching staff, welcoming clients, managing lobby flow, driving self-service adoption, and maintaining audit readiness. Occasional weekend/evening hours and training travel may be required.

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Branch training program
Travel for training