Branch Operations Lead: Elevating Client Experience

Aumni; Cupertino (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Chase is seeking a Branch Operations Lead in California to oversee daily branch activity, coach staff, and ensure precise processing of transactions in line with bank policies. This role emphasizes building strong client relationships and guiding teams to deliver exceptional service.

You will partner with the Branch Manager to promote self‑service options, uphold compliance, and drive loss prevention initiatives across the branch.

Qualifications

• Adherence to policies, procedures and banking regulations.
• Keen eye for detail and strong organizational skills.
• Proven leadership and operational proficiency.
• Ability to educate and empower branch teams and partners.
• Strong client relationship skills and referral capabilities.
• 1+ years of retail banking experience.
• High school diploma or GED (or foreign equivalent).
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create a welcoming, high‑performing branch.
• Greet clients and assist with transactions while managing lobby flow.
• Communicate clearly to understand client needs and anticipate requests.
• Lead branch operations, including cash devices and adherence to policies.
• Introduce clients to the team and assist with specialized financial needs.
• Promote self‑service options to simplify banking for clients.
• Support loss control, compliance and audits to ensure smooth operations.

Skills

Attention to detail

Leadership

Regulatory compliance

Customer service

Team collaboration

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead in California to oversee daily branch activity, coach staff, and ensure precise processing of transactions in line with bank policies. This role emphasizes building strong client relationships and guiding teams to deliver exceptional service.

You will partner with the Branch Manager to promote self‑service options, uphold compliance, and drive loss prevention initiatives across the branch.