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Branch Operations Lead - Southern CO Market, Colorado Springs CO

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.  You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.

As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.  A Branch Operations Lead Trainee is passionate about  taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.   

A typical day consists of assisting customers and performing transactions.   You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.   Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.  This results in the business is adhering to control expectations. 

Job responsibilities

  • Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
  • Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
  • Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
  • Introduces customers to the branch team who will build relationships and assist with specialized financial needs
  • Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
  • Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards

Required qualifications, capabilities, and skills
  • High school degree, GED, or foreign equivalent 
  • Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
  • Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
  • Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
  • Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
  • Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
  • Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
  • Successful completion of the Branch Operations Lead training program is a pre-requisite to be considered active in Branch Operations Lead role
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Average salary estimate

$50000 / YEARLY (est.)
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$40000K
$60000K

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What You Should Know About Branch Operations Lead - Southern CO Market, Colorado Springs CO, Chase

We're thrilled to invite you to explore the position of Branch Operations Lead at a leading financial institution in the Southern Colorado market, particularly in charming Colorado Springs. In this role, you will be at the forefront of our commitment to customer service, playing a pivotal part in creating memorable experiences for our clients every day. The Branch Operations Lead is not just about transactions; it's about ensuring our customers feel valued and understood. You'll collaborate closely with the Branch Manager and team to maintain a dynamic branch environment filled with warmth and professionalism. As you engage with customers, you'll help them navigate their financial needs through education and tailored advice, empowering them to make the most of their money and their lives. While overseeing branch operations, you will ensure compliance with policies and regulations, manage cash devices, and provide administrative support where necessary. Your ability to build strong relationships will be essential as you introduce clients to our specialized teams and promote self-service options for their convenience. The ideal candidate is detail-oriented and possesses strong leadership skills, with a background in banking or related fields being a plus. If you're passionate about delivering exceptional service and fostering a welcoming atmosphere, we can't wait to see how you can help enhance our branch culture and further our customer promise!

Frequently Asked Questions (FAQs) for Branch Operations Lead - Southern CO Market, Colorado Springs CO Role at Chase
What are the responsibilities of a Branch Operations Lead at this financial institution in Colorado Springs?

The Branch Operations Lead in Colorado Springs is responsible for setting the tone of the branch environment, ensuring an exceptional customer experience. This involves managing operations such as cash devices, engaging clients upon their arrival, and scheduling meetings, all while complying with banking policies. Additionally, the Lead will collaborate with the Branch Manager to uphold compliance and operational standards.

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What qualifications do I need to become a Branch Operations Lead in Southern Colorado?

To qualify for the Branch Operations Lead position in Southern Colorado, candidates need a high school diploma, GED, or foreign equivalent. Being detail-oriented and having the ability to multi-task is essential. While prior branch banking experience is preferred, a strong eagerness to connect with customers and educate them on their financial needs will stand out to hiring managers.

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What types of skills are emphasized for the Branch Operations Lead role in Colorado Springs?

Essential skills for the Branch Operations Lead role in Colorado Springs include strong leadership abilities, proficiency in operational accuracy, and an aptitude for customer engagement. A successful candidate will have excellent communication skills, be organized, and have a detail-oriented mindset to drive compliance and maintain a welcoming atmosphere.

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Is training provided for the Branch Operations Lead position in Colorado Springs?

Yes, there is a dedicated training program for the Branch Operations Lead role in Colorado Springs. Successful completion of this training is a prerequisite to becoming active in the position, ensuring that you are well-equipped to handle operations, customer interactions, and compliance requirements effectively.

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Can I apply for the Branch Operations Lead role in Colorado Springs if I have previous experience in banking?

Absolutely! Previous experience in banking is viewed favorably for the Branch Operations Lead position in Colorado Springs. Whether you have two years of branch banking experience or a military equivalent, if you showcase a passion for customer service and operational excellence, you will be a strong candidate.

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Common Interview Questions for Branch Operations Lead - Southern CO Market, Colorado Springs CO
How would you define exceptional customer service as a Branch Operations Lead?

Exceptional customer service as a Branch Operations Lead means actively engaging with clients, understanding their needs, and ensuring they feel valued. In your response, highlight your commitment to building relationships and your strategies for making customers feel appreciated.

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What strategies would you employ to manage lobby traffic effectively?

To manage lobby traffic effectively, I would welcome clients upon entry, assign check-in processes, and utilize scheduling for meetings. Emphasize how creating an organized environment enhances customer experiences and reduces wait times.

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Can you share an example of how you've educated a customer on financial products?

When asked this, share a specific instance where you provided clear information on a product, highlighting your ability to simplify complex financial concepts. This illustrates your communication skills and dedication to customer education.

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What steps would you take if you noticed compliance issues in the branch?

In addressing compliance issues, I would first ensure all staff are trained on relevant policies. I would report the issues to the Branch Manager and suggest immediate corrective actions. This shows proactivity and a strong understanding of regulatory requirements.

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Describe a time when you successfully led a team effort to improve branch operations.

Use the STAR method (Situation, Task, Action, Result) to explain a scenario where you initiated an operation improvement. Highlight your leadership skills and how this initiative positively impacted the branch's productivity.

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How do you prioritize your tasks during a busy day in the branch?

Discuss your method for prioritization, such as using lists or having time-blocks for different tasks. Show that you can balance customer service with operational responsibilities while remaining flexible to unexpected situations.

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What role does technology play in enhancing customer service for the Branch Operations Lead?

Explain how technology, like online banking and self-service kiosks, empowers customers by providing them with flexibility and ease. Also mention your enthusiasm for educating customers on utilizing new technologies effectively.

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How would you handle a dissatisfied customer as a Branch Operations Lead?

Demonstrate empathy and problem-solving in your answer. Discuss the importance of actively listening to the customer’s concerns and ensuring their issues are acknowledged and addressed promptly, ideally turning their negative experience into a positive one.

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What is your experience with cash management in a banking environment?

Share your experience with managing cash devices and ensuring accuracy and compliance with regulations. Be candid about the importance of meticulousness in handling cash and how you’ve successfully managed such responsibilities.

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Why do you want to work as a Branch Operations Lead at this company?

In your answer, reflect on the company’s values and your alignment with their mission. Speak to your passion for customer service and your desire to contribute positively to the branch's culture, emphasizing how you can help realize their customer promise.

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Chase serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. A career at Chase offe...

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Full-time, on-site
DATE POSTED
March 29, 2025

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