Branch Operations Lead: Elevate Client Experience & Operations

Next Frontier Capital; Waukesha (WI); On-site; USD 52,000 - 66,000; Full time

Job summary

Chase is hiring a Branch Operations Lead to oversee daily branch activities and deliver exceptional client experiences. This role supports the Branch Manager, enforces policies, and guides the team in loss control, compliance, and audit readiness.

You'll coach staff, manage lobby flow, and promote self-service options to simplify banking for clients while building lasting relationships across the branch ecosystem.

Qualifications

• You take pride in adhering to policies, procedures, and regulatory banking requirements.
• You are committed to maintaining a keen eye for detail and staying organized.
• You are proud of your leadership skills and operational proficiency.
• You have a strong passion for educating the branch team and partners.
• You excel at building meaningful connections and engaging with clients.
• You have 1+ years of retail banking experience.
• You have a high school degree, GED, or foreign equivalent.
• You have the ability to work branch hours including weekends and evenings.

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

Retail banking experience

Leadership

Communication

Customer service

Detail-oriented

Education

High school degree or GED

Job description

Chase is hiring a Branch Operations Lead to oversee daily branch activities and deliver exceptional client experiences. This role supports the Branch Manager, enforces policies, and guides the team in loss control, compliance, and audit readiness.

You'll coach staff, manage lobby flow, and promote self-service options to simplify banking for clients while building lasting relationships across the branch ecosystem.