Branch Operations Leader Elevating Client Experience

JPMorgan Chase & Co.; San Jose (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in San Jose, CA, seeks a Branch Operations Lead to partner with the Branch Manager and staff to deliver an exceptional client experience while ensuring policy compliance and risk controls are followed.

You will oversee lobby flow, cash devices, and customer transactions, promote self-service options, and train colleagues to build trusted client relationships through courteous, accurate service and teamwork.

Qualifications

• Adhere to bank policies, procedures, and regulatory banking requirements.
• Maintain organization and attention to detail while juggling tasks.
• Demonstrate leadership and operational proficiency in a team setting.
• Educate and keep the branch team informed and connected.
• Engage clients, educate them, and refer to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create a welcoming atmosphere and exceptional client experience.
• Greet clients, assist with transactions, manage lobby flow, and schedule meetings.
• Engage clients with clear communication; anticipate needs and check them into waiting queue.
• Lead branch operations, including cash devices and adherence to policies and procedures.
• Introduce clients to the branch team to deliver seamless service and build relationships.
• Promote self-service options to simplify banking for clients.
• Support all aspects of branch operations, including loss control, compliance, and audits.

Skills

Leadership

Attention to detail

Policy adherence

Client relationship building

Training/education of team

Communication with clients

Team collaboration

Time management

Customer service

Weekend/evening availability

Education

High School diploma or equivalent

College degree preferred

Job description

JPMorgan Chase & Co. in San Jose, CA, seeks a Branch Operations Lead to partner with the Branch Manager and staff to deliver an exceptional client experience while ensuring policy compliance and risk controls are followed.

You will oversee lobby flow, cash devices, and customer transactions, promote self-service options, and train colleagues to build trusted client relationships through courteous, accurate service and teamwork.