Branch Operations Lead Build Anna Parkway - Anna, TX

Overview

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you will be at the heart of branch operations, working closely with the Branch Manager and our team of experts.

Your role is crucial in ensuring that clients  financial transactions are handled with precision and care, while adhering to policies, procedures, and regulatory requirements. A typical day involves assisting clients with transactions, introducing clients to self-service options, and building lasting relationships. You will review branch operations and keep the team informed about the latest policies and procedures. Your leadership will help the branch exceed control expectations and set a positive tone for everyone who visits the branch.

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, 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. Anticipate their needs while checking them into the waiting queue to ensure a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve client issues quickly and effectively while adhering to bank policies and procedures.
• Introduce clients to the branch team, who collaborate to deliver seamless service and assist with specialized financial needs, elevating the client experience.
• Simplify clients  banking experience by sharing self-service options, allowing access to accounts anytime, day or night.
• Work with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring smooth and secure operations.

• Adhere to policies, procedures, and regulatory banking requirements to ensure smooth and efficient operations.
• Strong attention to detail and organizational skills to juggle multiple tasks effectively.
• Proven leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
• Ability to educate the branch team and partners, helping them stay connected and informed.
• Strong client engagement skills with the ability to educate clients and refer them to experts when needed.
• 1+ years of retail banking experience.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours including weekends and evenings.

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

• Complete the Branch Operations Lead Training Program before placement as a Branch Operations Lead.
• Ability to travel as required for in-person training and meetings.

Chase is a leading financial services firm, helping nearly half of America s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve their financial needs.

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, retirement savings, and more. Details about total compensation and benefits are provided during the hiring process.

We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants and employees. This includes accommodation for religious practices and beliefs, as well as mental health or physical disability needs.

About the Team:
Our Consumer & Community Banking division serves Chase customers with a range of financial services. We lead in credit card sales and deposit growth and offer digital solutions while prioritizing customer satisfaction.