Branch Operations Leader – San Jose Market

JPMorganChase

San Jose (CA)

On-site

USD 65,000 - 90,000

Full time

2 days ago
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Job summary

JPMorganChase in San Jose is seeking a Branch Operations Lead to oversee branch operations, lead a team, ensure accurate transactions, and uphold regulatory compliance.

You will work closely with the Branch Manager, greet clients, educate them on self-service options, and drive loss-control and audits. The role requires flexibility for weekends/evenings and a commitment to service excellence.

Qualifications

  • Adhere to policies, procedures and regulatory banking requirements.
  • Keen eye for detail and strong organizational skills.
  • Leadership and operational proficiency to ensure transaction accuracy.
  • Ability to educate and motivate branch team and partners.
  • Strong client relations and ability to refer to specialists when needed.

Responsibilities

  • Collaborate with Branch Manager to create a welcoming branch atmosphere and exceptional client experience.
  • Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build relationships.
  • Communicate clearly to understand client needs and guide them effectively.
  • Lead branch operations, manage cash devices, resolve client issues, ensure policy adherence.
  • Introduce clients to the branch team and assist with specialized financial needs to enhance service.
  • Promote self-service options to empower clients to access accounts anytime.
  • Support loss control, compliance, and audits to keep branch secure and efficient.

Skills

Policy compliance
Attention to detail
Leadership
Educating team
Client relations
Weekend/evening hours

Education

High school diploma or GED

Job description

JPMorganChase in San Jose is seeking a Branch Operations Lead to oversee branch operations, lead a team, ensure accurate transactions, and uphold regulatory compliance.

You will work closely with the Branch Manager, greet clients, educate them on self-service options, and drive loss-control and audits. The role requires flexibility for weekends/evenings and a commitment to service excellence.

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