Branch Operations Leader: Customer Experience

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Branch Operations Lead to guide day-to-day branch activities, oversee client interactions, and ensure adherence to policies and regulatory requirements. The role involves leading a team, greeting clients, managing lobby flow, and driving loss control and audits.

The candidate will promote self-service options and build lasting relationships, working closely with the Branch Manager to ensure service excellence in a dynamic community.

Qualifications

• 1+ years of retail banking experience.
• Ability to work branch hours including weekends and evenings.
• High school diploma or GED.
• Familiar with branch policies and regulatory requirements.
• Strong leadership and communication skills.
• Experience with customer service and transaction accuracy.

Responsibilities

• Collaborate with Branch Manager to create a welcoming, vibrant branch atmosphere and ensure an exceptional client experience.
• Greet clients as they enter, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Communicate clearly to understand needs and check clients into the waiting queue for a smooth visit.
• Lead branch operations, manage cash devices like the cash vault and ATM, resolve issues while adhering to policies and procedures.
• Introduce clients to the branch team and assist with specialized financial needs to elevate the client experience.
• Show clients self-service options to access accounts anytime, day or night.
• Support all branch operations, maintain high standards for loss control, compliance, and audits.

Skills

Regulatory compliance

Attention to detail

Leadership

Staff training

Client relationship

Retail banking

Flexible hours

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Branch Operations Lead to guide day-to-day branch activities, oversee client interactions, and ensure adherence to policies and regulatory requirements. The role involves leading a team, greeting clients, managing lobby flow, and driving loss control and audits.

The candidate will promote self-service options and build lasting relationships, working closely with the Branch Manager to ensure service excellence in a dynamic community.