Overview
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 the client base in coordination with the consumer sales team. The objective is to lead a team, grow sales, build customer loyalty, and recommend the development of business strategies or initiatives. This role 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 networks and relationships with internal partners and external contacts
- Create an environment through activity-based coaching and performance development; implement/execute coaching plans to develop employees’ skill sets to achieve personal/branch goals
- Develop and execute integrated sales, relationship, and credit strategies aligned with Retail Bank priorities; execute business plans to achieve goals in all business categories
- Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition; ensure clients receive optimal service and monitor/adhere to operational controls
- Collaborate with branch partners to 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 teamwork to achieve all business goals
- Integrate segment partners, partner with the Assistant Manager and Division Operations to drive sales and outbound 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; involved in short-term planning and resource planning
- Adequately assess risk when making business decisions, safeguarding Citi, its clients and assets by driving compliance with laws and regulations, adhering to Policy, applying ethical judgment, escalating and reporting control issues with transparency; supervise the activity of others and create accountability for those who fail to maintain 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: Mountain View, 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 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.
Most Relevant Skills: Please see the requirements listed above.
Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Apr 23, 2026
EEO Statement: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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