Branch Operations Leader: Elevate Client Experiences

JPMorgan Chase & Co.

Dallas (TX)

On-site

USD 55,000 - 85,000

Full time

8 days ago

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Job summary

JPMorgan Chase & Co. in Dallas is seeking a Branch Operations Lead to partner with the Branch Manager and teammates to deliver outstanding client service, manage daily branch activities, and ensure compliance with policies.

You will guide staff through transactions, encourage self-service options, oversee cash devices, support audits, and foster a welcoming environment while developing client relationships and safeguarding branch controls.

Qualifications

  • Adhere to bank policies, procedures and regulatory requirements.
  • Strong attention to detail and organized multitasking.
  • Leadership and operational proficiency ensuring transaction accuracy.
  • Educate and inform branch team and partners.
  • Build relationships with clients and refer them to experts.
  • 1+ years of retail banking experience.
  • High school diploma or GED.
  • 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.

Education

High School Diploma or GED
College degree or military equivalent (preferred)

Job description

JPMorgan Chase & Co. in Dallas is seeking a Branch Operations Lead to partner with the Branch Manager and teammates to deliver outstanding client service, manage daily branch activities, and ensure compliance with policies.

You will guide staff through transactions, encourage self-service options, oversee cash devices, support audits, and foster a welcoming environment while developing client relationships and safeguarding branch controls.

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