About The Position

The Branch Manager SAFE Act is an intermediate management-level position responsible for providing full leadership and direction to a team of employees to grow sales and the client base in coordination with the consumer sales team. The role aims to grow sales, build customer loyalty, and recommend business strategies or initiatives. It may also involve managing activities conducted by external organizations and directly managing individuals and sales teams. The manager oversees branch sales, service, controls, human resources, planning, budgeting, staff development, recruitment, and onboarding. The position also requires sound risk management, compliance with applicable laws and policies, ethical judgment, and transparent escalation and reporting of control issues.

Requirements

  • 5–8 years of relevant experience.
  • Proven experience managing teams.
  • Clear and concise written and verbal communication skills.
  • Analytical skills.

Nice To Haves

  • Previous experience in banking or the financial industry.

Responsibilities

  • Administer branch sales, service, controls, and human resources management.
  • Manage staff to ensure employees understand work priorities and activities and maintain high levels of customer service.
  • Execute planning and budgeting activities to help meet annual branch goals.
  • Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to staff.
  • Monitor performance against branch metrics and ensure action plans are in place to enhance customer satisfaction.
  • Oversee branch controls and compliance to manage risk and support positive internal audit ratings.
  • Identify training needs and career progression opportunities, partner with staff on professional development plans, and perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions, and terminations.
  • Lead recruitment and selection for sales and operations roles within the branch and oversee onboarding.
  • Assess risk in business decisions, consider the firm's reputation and the safeguarding of Citi, client, and firm assets, drive compliance with applicable laws, rules, regulations, and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
  • Effectively supervise others and create accountability for employees who do not maintain required standards.

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • 401(k)
  • Life insurance
  • Accident insurance
  • Disability insurance
  • Wellness programs
  • Paid vacation
  • Paid sick leave
  • Paid holidays
  • Eligible employees may receive discretionary and formulaic incentive and retention awards.
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