Branch Operations Leader: Elevate Client Experience

JPMorgan Chase & Co.; Waterloo (IA); On-site; USD 52,000 - 68,000; Full time

Job summary

Chase in Waterloo, IA is seeking a Branch Operations Lead to guide daily branch activities, supervise cash handling, and ensure a welcoming, compliant environment for clients. You will partner with the Branch Manager to drive service quality and operational excellence.

The role emphasizes client engagement, staff coaching, and implementing self-service solutions to enhance the banking experience while maintaining strong control standards.

Qualifications

• Proven ability to follow bank policies and regulatory requirements.
• Strong organizational skills and attention to detail to juggle tasks.
• Proven leadership and team collaboration in a branch setting.
• Ability to educate and guide the branch team and partners.

Responsibilities

• Collaborate with the Branch Manager to create a welcoming atmosphere and deliver exceptional client experiences.
• Greet clients and assist with transactions, manage lobby flow, and schedule meetings to build relationships.
• Engage clients to understand needs, check them into the waiting queue, ensuring smooth visits.
• Lead branch operations, including cash devices such as the cash vault and ATM, ensuring accuracy.
• Introduce clients to the branch team and assist with specialized financial needs.
• Promote self-service options to empower clients to access accounts anytime.
• Support loss control, compliance, and audits to keep the branch secure.

Skills

Attention to detail

Leadership

Regulatory compliance

Customer service

Communication

Education

High school diploma

College degree

Tools

ATM operations

Cash vault

Cash handling equipment

Job description

Chase in Waterloo, IA is seeking a Branch Operations Lead to guide daily branch activities, supervise cash handling, and ensure a welcoming, compliant environment for clients. You will partner with the Branch Manager to drive service quality and operational excellence.

The role emphasizes client engagement, staff coaching, and implementing self-service solutions to enhance the banking experience while maintaining strong control standards.