Branch Operations Lead — Elevate Client Experience & Ops

Aumni

Denver (CO)

On-site

USD 52,000 - 78,000

Full time

5 days ago
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Job summary

Chase is seeking a Branch Operations Lead to manage in-branch experiences and ensure compliant, efficient operations. You will work closely with the Branch Manager and staff to greet clients, facilitate transactions, and promote self-service options.

The role emphasizes leadership, training, and a customer-centric approach to build lasting relationships while maintaining high control standards and operational excellence.

Qualifications

  • Adherence to policies, procedures, and regulatory requirements.
  • Keen eye for detail and organized multitasking.
  • Leadership and operational proficiency ensuring transaction accuracy.

Responsibilities

  • Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build relationships.
  • Engage clients with clear communication to understand and meet needs; check into waiting queue.
  • Lead branch operations, manage cash devices, resolve client issues with accuracy and compliance.
  • Introduce clients to the branch team and collaborate to deliver seamless service and support financial needs.
  • Educate clients about self-service options to access accounts anytime.
  • Support all branch operations including loss control, compliance, and audits.

Skills

Policy adherence
Detail oriented
Leadership
Training others
Client engagement
Retail banking
Time management

Education

High school diploma or GED
College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to manage in-branch experiences and ensure compliant, efficient operations. You will work closely with the Branch Manager and staff to greet clients, facilitate transactions, and promote self-service options.

The role emphasizes leadership, training, and a customer-centric approach to build lasting relationships while maintaining high control standards and operational excellence.

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