Branch Operations Lead - Kenwood - Cincinnati, OH - Cincinnati North Market

Job Description

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, while adhering to our policies, procedures, and regulatory requirements.

A typical day involves assisting clients with their transactions, introducing them to self‑service options that simplify banking, and building lasting relationships. Throughout the week you will also review branch operations and keep the branch team informed about the latest policies and procedures, ensuring the branch not only meets but exceeds control expectations and sets a positive tone for everyone who walks through our doors.

• 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, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling 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, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients’ banking experience by sharing self‑service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

• Adherence to policies, procedures, and regulatory banking requirements, ensuring smooth and efficient operations.
• Strong attention to detail and excellent organizational skills, juggling multiple tasks effectively.
• Leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
• Passion for educating the branch team and partners, keeping them connected and informed.
• Ability to build meaningful connections with clients, ready to educate them and refer them to our team of experts when needed.
• 1+ year of retail banking experience.
• High school degree, GED, or foreign equivalent.
• Availability to work branch hours, including weekends and evenings.

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

• Successfully complete the Branch Operations Lead Training Program before placement as a Branch Operations Lead.
• Be able 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 all their financial needs.

We offer a competitive total rewards package, including base salary determined by role, experience,…