Citi
Branch Manager Westgate San Jose, Ca Vice President
Citi, San Jose, California, United States, 95199
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Branch Manager Westgate San Jose, Ca Vice President
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Citi The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, growing sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead a team to 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 plan and drive individual production goals, including building a referral network and relationships with internal partners and external contacts Create an environment through activity-based coaching and performance development and implement/execute a coaching plan to develop an 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 a 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 relationships, and deliver customer service Leverage workforce planning tools 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 the 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 supervising the activity of others and creating 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 a mortgage loan originator with Nationwide Mortgage Licensing Obtain or willing to obtain a unique identifier from the 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 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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Branch Manager Westgate San Jose, Ca Vice President
role at
Citi The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, growing sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead a team to 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 plan and drive individual production goals, including building a referral network and relationships with internal partners and external contacts Create an environment through activity-based coaching and performance development and implement/execute a coaching plan to develop an 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 a 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 relationships, and deliver customer service Leverage workforce planning tools 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 the 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 supervising the activity of others and creating 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 a mortgage loan originator with Nationwide Mortgage Licensing Obtain or willing to obtain a unique identifier from the 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 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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