Branch Operations Lead in Training

JPMorganChase; Chula Vista (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase operates a Chase Branch focused on delivering exceptional client experiences while maintaining compliance. The Branch Operations Lead collaborates with the Branch Manager to optimize daily workflows, guest services, and financial transactions with accuracy and care.

The role emphasizes staff development, adherence to policies, and fostering a welcoming environment where clients are guided toward self-service tools and trusted financial solutions.

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain detail orientation and stay organized.
• Demonstrate leadership and operational proficiency in branch settings.
• Educate branch staff and partners to stay informed.
• Engage clients and refer to experts when needed.
• 1+ years of retail banking experience.
• Able to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch atmosphere.
• Greet clients and assist with transactions while managing lobby flow.
• Check clients into waiting queues and communicate clearly.
• Lead branch operations including cash devices and issue resolution.
• Introduce clients to team members for seamless service.
• Promote self-service options to clients to enhance access anytime.
• Support loss control, compliance, and audits to ensure smooth operations.

Skills

Regulatory knowledge

Attention to detail

Leadership

Customer service

Team collaboration

Multi-tasking

Cash handling

Education

High school diploma or GED

College degree or military equivalent

Tools

Cash devices (ATM/Cash vault)

Branch operations systems

Job description

JPMorganChase operates a Chase Branch focused on delivering exceptional client experiences while maintaining compliance. The Branch Operations Lead collaborates with the Branch Manager to optimize daily workflows, guest services, and financial transactions with accuracy and care.

The role emphasizes staff development, adherence to policies, and fostering a welcoming environment where clients are guided toward self-service tools and trusted financial solutions.