Branch Operations Lead: Elevate Customer Experience

JPMorgan Chase & Co.; Boston (MA); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks a Branch Operations Lead to supervise daily branch activities and deliver exceptional client experiences.

You will partner with the Branch Manager to ensure accurate transactions and a welcoming environment that reflects our commitment to service. The role emphasizes coaching the team, upholding policy standards, and promoting self-service options, while building lasting client relationships through proactive guidance and teamwork.

Qualifications

• Adherence to policies, procedures, and regulatory banking requirements.
• Attention to detail and strong organizational skills.
• Demonstrated leadership and operational proficiency in a branch setting.
• Ability to educate and engage the branch team and partners.
• Strong client relationship skills and service mindset.
• 1+ years of retail banking experience and flexibility for weekend/evening hours.

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 while assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear communication to understand needs and guide them to the right solutions.
• Lead branch operations including managing cash devices and ensuring accuracy and adherence to bank policies.
• Introduce clients to the team and collaborate to deliver seamless service and tailored financial assistance.
• Promote and educate clients about self-service options for convenient access to accounts.
• Support all branch operations with a focus on loss control, compliance, and audits.

Skills

Policy compliance

Detail oriented

Leadership

Team education

Client relationships

Retail banking

Operations

Communication skills

Weekend/evening hours

Education

High school diploma or GED

College degree preferred

Tools

Cash handling procedures

Job description

JPMorgan Chase & Co. in Boston seeks a Branch Operations Lead to supervise daily branch activities and deliver exceptional client experiences.

You will partner with the Branch Manager to ensure accurate transactions and a welcoming environment that reflects our commitment to service. The role emphasizes coaching the team, upholding policy standards, and promoting self-service options, while building lasting client relationships through proactive guidance and teamwork.