Branch Manager - Forest Hills, Senior Vice President

Citi; New York (NY); On-site; USD 139,000 - 209,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

Citi is seeking a Branch Manager SAFE Act in New York to lead a team, grow sales, and build customer relationships within the Consumer Sales framework.

The role emphasizes managing staff, achieving production targets, and ensuring compliance with legal and regulatory requirements while coordinating with internal partners and external contacts.

Qualifications

• 10+ years of relevant experience
• Experience in people management, business banking and cash/treasury with proven credit skills
• Proven success in managing sales teams in a matrix environment
• Strong written and verbal communication
• Must be registered or willing to register as a mortgage loan originator
• Able to adapt to regulatory changes and lead teams through change

Responsibilities

• Oversee development and execution of integrated sales, relationship, and credit strategies
• Monitor adherence to policies and procedures to protect assets
• Drive production goals with target clients and outbound activities
• Collaborate with branch partners and internal groups to optimize staffing
• Conduct daily proof processes to ensure compliance
• Perform hiring, performance management, coaching and motivation
• Ensure regulatory compliance and escalate control issues as needed

Skills

People management

Sales leadership

Credit knowledge

Client service orientation

Written and verbal communication

Regulatory adaptability

Negotiation

Decision making

Mortgage loan originator registration

Education

Bachelor's degree or equivalent experience

Master's degree preferred

Job description

The Branch Manager SAFE Act is a senior-level management position responsible for providing full leadership and direction to a team of employees and growing sales and client base in coordination with the Consumer Sales team. The overall objective of this role is to lead a team, grow sales, build customer loyalty and recommend the development of business strategies or initiatives. Responsibilities may also include the management of activities by external organizations and the direct management of individuals and sales teams.

Responsibilities:

• Oversee the development and execution of integrated sales, relationship, and credit strategies, business plans and operational goals through building customer relationships, developing sales plans, focusing on employee performance/development
• Monitor and adhere to operational controls, including legal, corporate and regulatory policies and procedures to ensure the safety and security of customer and bank assets
• Drive individual production goals with target clients and outbound sales activities, including building referral network and relationships with internal partners and external contacts to support portfolio growth
• Collaborate with branch partners and internal groups, integrate segment partners into the branch team and leverage workforce planning tools to optimize staffing
• Conduct daily proof processes to ensure adherence to operational requirements and investigate controllable losses among branch staff
• Conduct managerial responsibilities such as hiring, performance management/evaluation, activity-based coaching and mentoring, compensation and communication of expectations and goals as well as fostering a motivating, collaborative environment
• 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 supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 10+ years of relevant experience
• Experience in people management, business banking (retail banking preferred) and cash/treasury management with proven credit skills
• Proven success in managing team(s) in a sales environment and leading and influencing a team in a matrix environment
• Proven client-service orientation with demonstrated optimistic, efficient working attitude, work ethic and self-motivation to succeed
• Consistently demonstrate clear and concise written and verbal communication
• Consistently able to adapt to organizational, business and regulatory changes and lead teams through change
• Proven time-management, leadership, interpersonal, negotiation, presentation, strategic problem-solving and decision-making skills
• Ability to exercise good judgment, prioritize and collaborate with passion for innovation
• Must be registered or be willing to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Primary Location:

107-01 71 ST AVENUE FOREST HILLS

Primary Location Full Time Salary Range:

$139,040.00 - $208,560.00

In addition to salary, Citi's offerings may also include, for eligible employees, 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:

Oct 14, 2026

Automated Processing and AI:

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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