Branch Operations Lead - Greater Boston Area

Location: Boston, MA, United States

Job Family: Branch Operations Lead

About the Role

As a Branch Operations Lead in the Greater Boston Area at JP Morgan Chase, you will play a pivotal role in delivering exceptional client experiences while upholding our core values of hospitality and client care. In this leadership position, you will oversee the daily operations of a dynamic branch environment, ensuring that every interaction reflects the high standards of one of the world's leading financial institutions. Your focus will be on fostering a collaborative team atmosphere, driving operational excellence, and promoting JP Morgan Chase's wide array of banking products and services to meet the unique needs of Boston's diverse clientele. This role demands a blend of strategic oversight and hands-on involvement to maintain seamless functionality and compliance in a fast-paced retail banking setting. Key to success in this position is your ability to lead and motivate a team of branch associates, providing guidance on best practices in client service, transaction processing, and product recommendations. You will monitor key performance indicators, identify areas for process improvements, and implement initiatives that enhance efficiency and client satisfaction. Collaborating closely with regional leadership, you will ensure the branch aligns with JP Morgan Chase's broader goals, including risk management and regulatory adherence. In the Greater Boston market, where innovation meets tradition, you will navigate local economic trends to tailor services that build lasting client relationships and contribute to the firm's reputation for trusted financial guidance. JP Morgan Chase offers a supportive environment for professional growth, with opportunities to advance within our global network. As Branch Operations Lead, you will embody our commitment to inclusion and excellence, creating a welcoming space for clients from all walks of life. If you are passionate about financial services and thrive in a role that combines operational leadership with client-centric hospitality, this position provides the platform to make a meaningful impact in the heart of Boston's vibrant community.

Key Responsibilities

• Oversee daily branch operations to ensure seamless functionality and adherence to JP Morgan Chase standards
• Lead a team of branch associates, providing coaching, training, and performance feedback
• Deliver exceptional client experiences by resolving inquiries and promoting banking products
• Manage compliance and risk controls, including audits and regulatory reporting
• Monitor branch performance metrics and implement strategies for improvement
• Facilitate client onboarding, account management, and transaction processing
• Collaborate with regional leadership to align branch goals with company objectives
• Identify opportunities for operational efficiencies and client satisfaction enhancements
• Ensure the branch environment embodies JP Morgan Chase's commitment to hospitality and care
• Handle escalated client issues and maintain accurate records of all operations

Required Qualifications

• Bachelor's degree in business, finance, or a related field, or equivalent work experience
• Minimum of 3 years of experience in branch operations, retail banking, or financial services
• Proven track record in leading teams and managing daily branch activities
• Strong understanding of banking regulations and compliance requirements
• Excellent communication and interpersonal skills for client interactions
• Proficiency in financial software and operational systems used in banking
• Ability to work in a fast-paced environment and handle multiple priorities

Preferred Qualifications

• Experience in a leadership role within a JP Morgan Chase branch or similar financial institution
• Knowledge of Greater Boston market dynamics and client demographics
• Certification in banking operations or financial services (e.g., Series 6 or 7 license)
• Bilingual proficiency in English and Spanish or another language common in the Boston area
• Previous involvement in process improvement initiatives in retail banking

Required Skills

• Leadership and team management
• Client relationship building
• Operational efficiency optimization
• Compliance and regulatory knowledge
• Financial product knowledge
• Problem-solving and decision-making
• Communication (verbal and written)
• Time management and prioritization
• Data analysis and reporting
• Customer service excellence
• Risk assessment and mitigation
• Training and mentoring
• Proficiency in banking software (e.g., Teller systems, CRM tools)
• Adaptability to changing regulations
• Interpersonal skills for diverse client interactions

Benefits

• Competitive base salary with performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for further education
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Boston-area employees

JP Morgan Chase is an equal opportunity employer.