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About the Role

This intermediate management position is responsible for providing full leadership and direction to a team to grow sales and client base. The objective is to grow sales, build customer loyalty, and recommend business strategies, potentially managing external organizations and direct reports.

Responsibilities

• Administer branch sales, service, control, and human resource management.
• Manage staff to ensure clear work priorities, activities, and high customer service levels.
• Execute planning and budgeting to meet branch annual goals.
• Conduct daily huddles to communicate company goals, business strategies, initiatives, and expectations.
• Monitor performance to ensure branch metrics are met and implement action plans for customer satisfaction.
• Oversee branch controls and compliance to manage risk and ensure positive internal audit ratings.
• Identify training needs, career progression opportunities, and partner with staff on development plans.
• Perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions, and terminations.
• Lead recruitment, selection, and onboarding for branch sales and operations roles.
• Assess risk in business decisions, considering firm reputation, client and asset protection, and compliance with laws, rules, and regulations.
• Apply sound ethical judgment and escalate control issues with transparency.
• Supervise the activity of others and create accountability for maintaining standards.

Requirements

• 5-8 years of relevant experience required.
• Previous experience in banking or financial industry preferred.
• Proven experience managing teams.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Consistently demonstrates analytic skills.

Skills

• Branch sales
• Branch management
• Sales
• Customer service
• Risk management
• Compliance
• Human resources management
• Recruitment
• Onboarding
• Performance evaluations
• Budgeting
• Planning
• Communication skills
• Analytic skills

Location

• San Francisco, California, United States

Work Type

• Full time

Experience Level

• Intermediate management level
• 5-8 years of relevant experience
• Proven experience managing teams

Education Level

• Bachelor's Degree/University degree or equivalent experience

Salary/Compensations

• $80,480.00 - $120,720.00

Benefits

• Discretionary and formulaic incentive and retention awards
• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages (vacation, sick leave, paid holidays)

About the Company

• Citi is an equal opportunity employer.

Equal Opportunity

• 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.
• 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.