Citigroup Inc
Branch Manager - Palo Alto University Ave
Citigroup Inc, Palo Alto, California, United States, 94306
The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams.
Responsibilities:
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts
Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee’s skill set to achieve personal/branch goals
Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories
Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls
Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service
Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals
Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community
Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used
Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff
Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
6-10 years of relevant experience required
Previous experience in banking or financial industry preferred
Sales management experience preferred
Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing
Obtain or willing to obtain unique identifier from Registry
Consistently demonstrates clear and concise written and verbal communication skills
Consistently demonstrates analytic skills
Education:
Bachelor's Degree/University degree or equivalent experience
Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
Palo Alto California United States
Primary Location Full Time Salary Range:
$107,120.00 - $160,680.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Dec 09, 2024
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm).
View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .
View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Responsibilities:
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts
Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee’s skill set to achieve personal/branch goals
Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories
Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls
Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service
Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals
Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community
Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used
Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff
Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
6-10 years of relevant experience required
Previous experience in banking or financial industry preferred
Sales management experience preferred
Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing
Obtain or willing to obtain unique identifier from Registry
Consistently demonstrates clear and concise written and verbal communication skills
Consistently demonstrates analytic skills
Education:
Bachelor's Degree/University degree or equivalent experience
Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
Palo Alto California United States
Primary Location Full Time Salary Range:
$107,120.00 - $160,680.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Dec 09, 2024
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm).
View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .
View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.