Branch Operations Leader: Elevate Client Experience

Aumni; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Job summary

Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering outstanding client experiences in a dynamic branch environment. You will guide customer interactions, manage lobby flow, and oversee cash devices while maintaining strict compliance with bank policies.

The role emphasizes leadership, team collaboration, and the ability to educate clients on self-service options. Weekend/evening availability and retail banking experience are valued as part of building a

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Maintain keen eye for detail and stay organized across tasks.
• Lead branch operations and ensure transaction accuracy in a collaborative team.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming atmosphere and ensure an exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build relationships.
• Educate clients and refer to experts when needed to address financial needs.
• Lead cash handling and ATM operations while complying with bank policies.
• Introduce clients to the team and elevate the client experience through seamless service.
• Encourage use of self-service options for convenient access to accounts.
• Support branch operations, loss control, compliance, and audits.

Skills

Policy compliance

Detail oriented

Leadership

Client education

Relationship building

Retail banking experience

Team collaboration

Availability weekends

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Branch Operations Lead to partner with the Branch Manager in delivering outstanding client experiences in a dynamic branch environment. You will guide customer interactions, manage lobby flow, and oversee cash devices while maintaining strict compliance with bank policies.

The role emphasizes leadership, team collaboration, and the ability to educate clients on self-service options. Weekend/evening availability and retail banking experience are valued as part of building a