Branch Manager Almaden Valley/San Jose CA, Assistant Vice President

Citi • San Jose, CA

1d • $80,480 - $120,720

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 focuses on growing sales, building customer loyalty, and recommending business strategies or initiatives. It may include managing activities conducted by external organizations and directly managing individuals and sales teams.

The position oversees branch sales, service, controls, human resources, planning, budgeting, performance, compliance, and risk management. The Branch Manager also leads recruitment and onboarding, supports employee development, and carries out supervisory responsibilities.

Requirements

• 5–8 years of relevant experience.
• Proven experience managing teams.
• Clear and concise written and verbal communication skills.
• Analytical skills.
• Bachelor's degree, university degree, or equivalent experience.

Nice To Haves

• Previous experience in banking or the financial industry.

Responsibilities

• Administer branch sales, service, controls, and human resource management.
• Manage staff to clarify work priorities and activities and maintain high levels of customer service.
• Execute planning and budgeting activities to meet annual branch goals.
• Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to staff.
• Monitor performance to ensure branch metrics are met and 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, and partner with staff to create professional development plans.
• Perform supervisory duties, including performance evaluations, compensation decisions, hiring, disciplinary actions, and terminations.
• Lead recruitment and selection for branch sales and operations roles, and manage onboarding.
• Assess risk in business decisions, protect the firm's reputation and the assets of Citi and its clients, promote compliance with applicable laws and policies, apply sound ethical judgment, and escalate, manage, and report control issues transparently.
• Supervise others effectively and create accountability for employees who do not maintain required standards.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including planned vacation, unplanned sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager