Branch Operations Leader: Elevate Client Experience

JPMorgan Chase & Co.; San Jose (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in San Jose, CA is seeking a Branch Operations Lead to support the Branch Manager and team in delivering exceptional client experiences while upholding policies and regulatory compliance.

You will lead daily branch operations, assist clients with transactions, promote self-service options, and help build lasting client relationships. You will also oversee cash devices, loss control, audits, and ensure accurate transactions, while coaching colleagues to maintain operational

Qualifications

• Adhere to policies, procedures, and regulatory banking requirements.
• Detail-oriented and organized; able to juggle multiple tasks.
• Leadership skills and operational proficiency; ensure transaction accuracy.
• Educate branch team and partners; keep them informed.
• Build meaningful client relationships and refer to experts when needed.
• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

Skills

Leadership

Customer service

Policy compliance

Team training

Relationship building

Retail banking

Attention to detail

Education

High school diploma or GED

College degree or military equivalent

Tools

Cash handling

ATM operations

Job description

JPMorgan Chase & Co. in San Jose, CA is seeking a Branch Operations Lead to support the Branch Manager and team in delivering exceptional client experiences while upholding policies and regulatory compliance.

You will lead daily branch operations, assist clients with transactions, promote self-service options, and help build lasting client relationships. You will also oversee cash devices, loss control, audits, and ensure accurate transactions, while coaching colleagues to maintain operational