Branch Operations Lead - Southwest Teal Boulevard Branch - Beaverton

Branch Operations Lead – Portland West Market – Beaverton, OR

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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'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.

A typical day will involve assisting clients with their transactions, introducing them to self-service options, and building lasting relationships. You will review branch operations, keep the team informed about the latest policies and procedures, and ensure the branch exceeds control expectations.

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch.
• Greet clients warmly, 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.
• Lead branch operations, including managing cash devices like the cash vault and ATM.
• Introduce clients to our friendly branch team and assist with any specialized financial needs.
• Simplify clients' banking experience by sharing self-service options.
• Work closely with the Branch Manager to support all aspects of branch operations, maintaining high standards for loss control, compliance, and audits.

• Adherence to policies, procedures, and regulatory banking requirements.
• Attention to detail and strong organizational skills.
• Leadership and operational proficiency, ensuring transaction accuracy.
• Passion for educating the branch team and partners.
• Strong client engagement and referral skills.
• 1+ years of retail banking experience.
• High school degree, 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.

• Successfully complete our Branch Operations Lead Training Program before placement.
• 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. We offer a competitive total rewards package and a range of benefits and programs to meet employee needs.

We recognize that our people are our strength and that diversity is a key to our success. We are an equal opportunity employer and do not discriminate based on any protected attribute. We also make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs.