Branch Operations Lead: Elevate Client Experience & Compliance

Aumni

Rocky Point (NY)

On-site

USD 55,000 - 85,000

Full time

5 days ago
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Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager and run daily operations at a Chase Branch in a way that delivers an exceptional client experience. You will lead operations, manage cash devices, coach a team, and promote self-service options while upholding loss control and audits.

The role requires 1+ years of retail banking and the ability to work weekends and evenings. Chase is committed to diversity and inclusion and offers a comprehensive rewards package as part

Qualifications

  • You adhere to policies, procedures and regulatory banking requirements.
  • You stay organized and detail-oriented to juggle tasks efficiently.
  • You demonstrate leadership and operational proficiency in a team setting.
  • You educate and keep the branch team informed and connected.
  • You engage clients and refer them to experts when needed.
  • You have 1+ years of retail banking experience.
  • You can work branch hours including weekends and evenings.

Responsibilities

  • Collaborate with the Branch Manager to create a welcoming atmosphere and exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
  • Engage clients with clear communication and anticipate needs during their visit.
  • Lead branch operations, including cash devices like the cash vault and ATM.
  • Introduce clients to the branch team and support specialized financial needs.
  • Promote self-service options to simplify banking for clients.
  • Support loss control, compliance and audits to ensure smooth, secure operations.

Skills

Customer service
Leadership
Regulatory compliance
Communication
Training others
Relationship building
Attention to detail

Education

High school diploma or GED
College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager and run daily operations at a Chase Branch in a way that delivers an exceptional client experience. You will lead operations, manage cash devices, coach a team, and promote self-service options while upholding loss control and audits.

The role requires 1+ years of retail banking and the ability to work weekends and evenings. Chase is committed to diversity and inclusion and offers a comprehensive rewards package as part

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