Branch Operations Lead: Elevate Client Experience & Compliance

JPMorgan Chase & Co.; Longview (TX); On-site; USD 50,000 - 68,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Branch Operations Lead to drive daily branch operations, greet clients, process transactions, and ensure accuracy while upholding bank policies.

You will lead the branch team, promote self-service options, support loss prevention, audits, and regulatory compliance, and build lasting client relationships through proactive service and collaboration with the Branch Manager.

Qualifications

• Adhere to bank policies, procedures, and regulatory requirements.
• Strong attention to detail and organizational skills.
• Proven leadership and operational proficiency to ensure transaction accuracy.
• Ability to educate branch team and partners.
• Excellent client engagement and relationship-building skills.
• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Availability 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

Policy compliance

Detail oriented

Leadership

Client education

Customer engagement

Retail banking experience

Weekend availability

Team collaboration

Education

High school diploma or GED

College degree or military equivalent (preferred)

Job description

JPMorgan Chase & Co. in Texas seeks a Branch Operations Lead to drive daily branch operations, greet clients, process transactions, and ensure accuracy while upholding bank policies.

You will lead the branch team, promote self-service options, support loss prevention, audits, and regulatory compliance, and build lasting client relationships through proactive service and collaboration with the Branch Manager.