Branch Operations Leader: Elevate Client Experience

J.P. Morgan; Newton (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase in Newton, MA is seeking a Branch Operations Lead to drive welcoming client experiences and oversee branch operations. You will work with the Branch Manager and team to ensure accurate transactions, policy compliance, and effective loss control.

A focus on educating staff and guiding clients to self-service options is essential. You will lead daily operations, greet clients, manage lobby flow, and collaborate to build lasting client relationships while meeting weekend and evening

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain strong attention to detail and stay organized.
• Lead operations and ensure transaction accuracy in a collaborative team.
• Educate the branch team and partners to stay informed.
• Engage clients and refer them to experts when needed.
• Minimum 1+ years of retail banking experience.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with Branch Manager to create a welcoming branch atmosphere and standout client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Engage clients with clear communication and anticipate their needs.
• Lead branch operations, cash devices, and ensure adherence to policies.
• Introduce clients to the branch team to deliver seamless service.
• Promote self-service options for 24/7 access.
• Support loss control, compliance, and audits with Branch Manager.

Skills

Policy adherence

Attention to detail

Leadership

Client education

Communication with clients

Team collaboration

Customer service

Education

High school diploma or GED

College degree or military equivalent (preferred)

Job description

JPMorgan Chase in Newton, MA is seeking a Branch Operations Lead to drive welcoming client experiences and oversee branch operations. You will work with the Branch Manager and team to ensure accurate transactions, policy compliance, and effective loss control.

A focus on educating staff and guiding clients to self-service options is essential. You will lead daily operations, greet clients, manage lobby flow, and collaborate to build lasting client relationships while meeting weekend and evening