Branch Operations Lead: Elevate Client Experience & Compliance

Next Frontier Capital

United States

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Comprehensive health coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

Chase is seeking a Branch Operations Lead to join our branch team, collaborating with the Branch Manager to provide an exceptional client experience while ensuring compliance with bank policies and regulatory requirements. The role focuses on guiding the lobby flow, managing transactions, and leading branch operations to deliver accurate, secure service.

You will educate clients and staff, promote self-service tools, and maintain loss control and audit readiness, including weekend and evening

Qualifications

  • Adhere to bank policies, procedures and regulatory requirements.
  • Maintain organized, detail-oriented approach to tasks.
  • Lead and train branch staff to deliver high-quality service.
  • Educate clients and partners, guiding them to appropriate services.
  • Engage with clients and refer to experts when needed.
  • 1+ years of retail banking experience.
  • Ability to work branch hours including weekends/evenings.

Responsibilities

  • Collaborate with Branch Manager to create welcoming branch atmosphere.
  • Greet clients and manage lobby flow; assist with transactions.
  • Communicate clearly to understand and meet client needs; manage waiting queue.
  • Lead branch operations; handle cash devices and maintain accuracy.
  • Introduce clients to team and assist with specialized financial needs.
  • Promote self-service options for customers' convenience.
  • Support loss control, compliance, and audits across branch operations.

Skills

Regulatory compliance
Attention to detail
Leadership
Client education
Retail banking
Weekend/evening availability

Education

High school diploma or equivalent
GED or foreign equivalent

Tools

Cash handling procedures
Branch operations systems

Job description

Chase is seeking a Branch Operations Lead to join our branch team, collaborating with the Branch Manager to provide an exceptional client experience while ensuring compliance with bank policies and regulatory requirements. The role focuses on guiding the lobby flow, managing transactions, and leading branch operations to deliver accurate, secure service.

You will educate clients and staff, promote self-service tools, and maintain loss control and audit readiness, including weekend and evening

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