Lead Branch Operations & Client Experience

JPMorganChase; Boynton Beach (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Benefits package

Job summary

Chase is seeking a Branch Operations Lead to oversee daily branch activities, drive exceptional client experiences, and ensure adherence to policies and regulatory requirements. You will collaborate with the Branch Manager and team to optimize operations, promote self-service options, and maintain strong loss control and compliance standards.

The role emphasizes coaching the team, engaging clients, and delivering service with care across lobby and transactions, including weekend/evening hours.

Qualifications

• Adheres to policies, procedures and regulatory banking requirements.
• Detail orientation and strong organizational skills.
• Leadership and operational proficiency in a team environment.
• Ability to educate and inform branch team and partners.
• Engages clients and refers to experts when needed.

Responsibilities

• Collaborate with Branch Manager to create a welcoming, vibrant branch and deliver exceptional client experiences.
• Greet clients as they enter, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively; manage waiting queue.
• Lead branch operations, including cash devices like cash vault and ATM; resolve issues per policies.
• Introduce clients to the branch team and assist with specialized financial needs to elevate service.
• Promote self-service options so clients can access accounts anytime, day or night.
• Support branch operations, ensuring high standards for loss control, compliance, and audits.

Skills

Policy adherence

Detail oriented

Leadership

Team training

Client engagement

Retail banking

Education

High School diploma or GED

Job description

Chase is seeking a Branch Operations Lead to oversee daily branch activities, drive exceptional client experiences, and ensure adherence to policies and regulatory requirements. You will collaborate with the Branch Manager and team to optimize operations, promote self-service options, and maintain strong loss control and compliance standards.

The role emphasizes coaching the team, engaging clients, and delivering service with care across lobby and transactions, including weekend/evening hours.