J

JP Morgan Chase

Runs a consumer bank and an investment bank

Branch Operations Lead

Retail & Commercial BankingPosted on Nov 7
Full-timeSanta Cruz, CA, USA$28.75 - $35.05

About the Job

Requirements

  • Adhere to banking policies, procedures, and regulatory requirements.
  • Maintain attention to detail and stay organized while managing multiple tasks.
  • Demonstrate leadership skills and operational proficiency, ensuring transaction accuracy in a collaborative team environment.
  • Educate branch team members and partners to keep them connected and informed.
  • Build relationships and engage with clients, educate them, and refer them to experts when needed.
  • Have at least 1 year of retail banking experience.
  • Have a high school degree, GED, or foreign equivalent.
  • Be able to work branch hours, including weekends and evenings.
  • Travel as required for in-person training and meetings.
  • Complete the Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.

Responsibilities

  • Collaborate with the Branch Manager to create a welcoming branch atmosphere and provide a positive client experience.
  • Greet clients, assist with transactions, manage lobby flow, and schedule meetings to build trusted relationships.
  • Communicate with clients to understand and address their needs, check them into the waiting queue, and ensure a smooth visit.
  • Lead branch operations, including managing cash devices such as the cash vault and ATM; resolve client issues while adhering to bank policies and procedures.
  • Introduce clients to branch team members who can provide service and support specialized financial needs.
  • Share self-service banking options with clients.
  • Work with the Branch Manager on branch operations, loss control, compliance, and audits to help ensure the branch operates smoothly and securely.

Desired Qualifications

  • Have at least 6 months of Associate Banker (Teller) experience.
  • Have a college degree or military equivalent.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

Recently Posted Jobs

Explore more opportunities at JP Morgan Chase

See more jobs