Branch Operations Lead - Austin Central/South Market - Austin, TX

Chase- Candidate Experience page10 months ago
Austin, TX, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. As a Branch Operations Lead in a Chase Branch, you will be at the heart of our operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that clients’ financial transactions are handled with precision and care, while adhering to our policies, procedures, and regulatory requirements, and building lasting relationships.

Key Responsibilities

  • Collaborate with the Branch Manager to create a welcoming and vibrant branch atmosphere, ensuring every client enjoys an exceptional experience.
  • Greet clients warmly as they enter the branch, making them feel valued and appreciated while managing lobby flow and scheduling meetings.
  • Engage with clients using clear and polite communication to understand their needs and assist with transactions efficiently.
  • Lead branch operations by managing cash devices, including the cash vault and ATM, resolving client issues swiftly and consistently in adherence to bank policies.
  • Introduce clients to the branch team and work together to build lasting relationships and provide assistance for specialized financial needs.
  • Simplify the banking experience by educating clients about self-service options available anytime.
  • Support all aspects of branch operations including maintaining high standards for loss control, compliance, and audits.

Required Qualifications

  • Strong adherence to policies, procedures, and regulatory banking requirements.
  • Excellent attention to detail and organizational skills to manage multiple tasks effectively.
  • Proven leadership skills and operational proficiency in ensuring transaction accuracy.
  • Committed to educating the branch team and keeping partners informed.
  • Demonstrated ability to build meaningful connections with clients and refer them to experts when needed.
  • At least 1+ years of retail banking experience.
  • High school diploma, GED, or a foreign equivalent.
  • Availability to work branch hours, including weekends and evenings.

Preferred Qualifications

  • 6+ months of Associate Banker (Teller) experience.
  • College degree or military equivalent.

Training & Travel Requirements

  • You’ll successfully complete our Branch Operations Lead Training Program before being considered for placement.
  • You must be able to travel as required for in-person training and meetings.

Required Skills

transaction accuracy
problem solving
communication
customer service
regulatory compliance
team collaboration
loss control
cash handling
leadership
branch operations management