Branch Operations Lead - Ventura Valley Market - Westlake Village, CA

Location: Westlake Village, CA, United States

Job Family: Branch Operations Lead

About the Role

At JP Morgan Chase, we are committed to delivering unparalleled client experiences in the financial services industry, and as a Branch Operations Lead in our Ventura Valley Market location in Westlake Village, CA, you will play a pivotal role in embodying our hospitality-driven culture. This position involves leading the operational backbone of a high-volume branch, ensuring seamless transactions, robust compliance, and exceptional service that aligns with our global standards. You will manage a team of associates, fostering a collaborative environment where client needs are met with efficiency and empathy, while contributing to the branch's success in a competitive retail banking landscape. Your key responsibilities will include overseeing daily operations such as cash management, transaction processing, and team scheduling, all while upholding JP Morgan Chase's rigorous standards for accuracy and security. You will coach your team on best practices, drive performance through targeted training, and collaborate with market leaders to implement strategies that enhance client satisfaction and operational efficiency. In this role, you will also support sales efforts by guiding clients through personalized financial solutions, from checking accounts to investment advice, ensuring every interaction reinforces our commitment to being the client's advocate. We seek a dynamic leader with a passion for financial services and a track record of operational excellence. This position offers the opportunity to grow within one of the world's leading financial institutions, where your contributions directly impact our clients in the vibrant Ventura Valley community. Join us to lead with purpose, innovate in branch operations, and help shape the future of banking at JP Morgan Chase.

Key Responsibilities

• Oversee daily branch operations, including teller transactions, cash handling, and vault management to ensure accuracy and security
• Lead a team of branch associates, providing coaching, training, and performance feedback to drive operational excellence
• Deliver exceptional client experiences by resolving inquiries, addressing concerns, and promoting JP Morgan Chase's hospitality standards
• Ensure compliance with federal and state banking regulations, conducting audits and implementing risk mitigation strategies
• Support sales initiatives by assisting clients with account openings, loan applications, and investment products
• Monitor branch metrics, such as service levels and operational efficiency, and report to senior management
• Collaborate with market leaders to execute branch strategies aligned with JP Morgan Chase's client-centric goals
• Handle escalated client issues, maintaining a focus on satisfaction and loyalty
• Facilitate training on new banking technologies and procedures for team members
• Maintain a safe and welcoming branch environment, adhering to all health and safety protocols

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred
• At least 2-3 years of experience in branch banking operations, customer service, or financial services
• Strong knowledge of banking regulations, compliance standards, and risk management practices
• Proven ability to lead teams and manage daily operations in a retail banking environment
• Excellent communication and interpersonal skills to interact with diverse clients
• Proficiency in banking software and Microsoft Office Suite
• Availability to work flexible hours, including weekends, in a branch setting

Preferred Qualifications

• Prior experience in a leadership role within JP Morgan Chase or similar financial institution
• Certification in banking operations or financial services (e.g., Certified Banker's Trust or equivalent)
• Bilingual proficiency in English and Spanish, given the diverse clientele in Ventura Valley Market
• Experience with digital banking tools and client relationship management systems
• Background in sales support or cross-selling financial products

Required Skills

• Operational leadership and team management
• Customer service excellence and client relationship building
• Knowledge of banking compliance and regulatory requirements
• Cash handling and transaction processing accuracy
• Risk assessment and fraud prevention techniques
• Proficiency in core banking systems like Shaw and Horizon
• Sales acumen for promoting financial products
• Problem-solving and conflict resolution
• Time management and multitasking in a fast-paced environment
• Attention to detail for audit and reporting tasks
• Adaptability to changing branch needs and technologies
• Interpersonal communication, both verbal and written
• Analytical skills for performance metrics and reporting
• Hospitality mindset aligned with JP Morgan Chase values
• Digital literacy in online banking and mobile apps

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 6% of eligible pay
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and advanced education
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Parental leave benefits with up to 16 weeks of paid time off for new parents
• Access to exclusive employee discounts on financial products and services

JP Morgan Chase is an equal opportunity employer.