CareerPlan

In-Store Branch Operations Lead

Anaheim, CA, USFull-time$42k–$56k2026-03-31 → 2026-11-09
No visa sponsorship

Core

Lead branch operations and supervise junior staff to deliver high-quality relationship banking experiences and support customer financial needs.

Role type

Senior IC branch operations lead

Builds

High-touch, high-tech relationship banking experience across customer touchpoints

Domain

Banking / Financial Services

Deliverable

product features

Required skills

Branch operations management, customer service, sales support, digital banking optimization, staff training, compliance enforcement, transaction processing

Preferred skills

Bachelor's degree, experience in real estate, entertainment, media, private equity, or high-tech sectors

Technologies

Online banking platforms, mobile banking apps, ATM systems, digital banking resources

Responsibilities

Supervise junior branch staff and provide guidance/approvals; Assist customers with financial transactions (deposits, withdrawals, transfers, loans); Train staff on sales opportunities and compliance; Cross-sell bank products by referring customers to relationship managers; Optimize client digital banking experience; Support branch certifications and audits.

Seniority

Senior, hands-on IC