Branch Manager San Carlos CA, Vice President
About The Position
The Branch Manager SAFE Act is a senior management professional responsible for providing leadership and direction to a team of employees, growing sales and the client base in coordination with the consumer sales team. The role leads a team to grow sales, build customer loyalty, and recommend business strategies or initiatives. It may include managing activities by external organizations and directly managing individuals and sales teams. The manager develops and executes sales, relationship, and credit strategies aligned with Retail Bank priorities; coaches and develops employees; supports portfolio growth and client acquisition; and ensures optimal customer service and operational control adherence. The role also covers branch staffing, hiring and performance management, budgeting and resource planning, risk assessment, and compliance oversight. Other job-related duties may be assigned as required.
Requirements
- 6–10 years of relevant experience.
- Registered or willing to register as a mortgage loan originator with Nationwide Mortgage Licensing.
- Obtain or be willing to obtain a unique identifier from the Registry.
- Consistently demonstrate clear and concise written and verbal communication skills.
- Consistently demonstrate analytic skills.
- Bachelor’s degree, university degree, or equivalent experience.
Nice To Haves
- Previous experience in banking or the financial industry.
- Sales management experience.
- Master’s degree.
Responsibilities
- Develop sales plans and drive individual production goals, including building referral networks and relationships with internal partners and external contacts.
- Create an environment of activity-based coaching and performance development, and execute coaching plans to develop employees’ skills and achieve personal and branch goals.
- Develop and execute integrated sales, relationship, and credit strategies aligned with Retail Bank priorities, and execute business plans to achieve expected goals across business categories.
- Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition; ensure clients receive optimal service and monitor and adhere to operational controls.
- Collaborate with branch partners to achieve goals, build customer relationships, and deliver customer service.
- Use workforce planning tools to optimize branch staffing and set expectations for branch staff, fostering teamwork toward business goals.
- Integrate segment partners; partner with the Assistant Manager and Division Operational team to drive sales and outbound sales activities, including representing Citi and building community partnerships.
- Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; coach and manage performance related to decisions made.
- Lead hiring and coordinate performance management, compensation, communication, and employee evaluations for branch staff.
- Plan and participate in budgeting, policy formulation, short-term planning, and resource planning.
- Assess risk in business decisions, protect the firm’s reputation and the assets of Citigroup and its clients, drive compliance with applicable laws, rules, and regulations, adhere to policy, apply sound ethical judgment, and escalate, manage, and report control issues transparently.
- Supervise the activities of others effectively and create accountability for those who do not maintain required standards.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including planned vacation and unplanned sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Senior
