Branch Manager SAFE Act Thousand Oaks CA, Assistant Vice President

Citi; Thousand Oaks (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Citi is seeking a Branch Manager SAFE Act in Thousand Oaks, California. This leadership role is responsible for guiding a team towards growing sales and enhancing customer loyalty. The position demands effective management of branch operations, ensuring compliance, and the development of strong business strategies.

The ideal candidate will possess 5-8 years of relevant experience, with a preference for those from the banking sector. Key responsibilities include staff training, sales strategy execution, and risk management.

Qualifications

• 5-8 years of relevant experience required.
• Previous experience in banking or financial industry preferred.
• Proven experience managing teams.

Responsibilities

• Administer branch sales and manage human resources.
• Execute planning and budgeting activities to meet goals.
• Oversee branch compliance and risk management.

Skills

Team management

Sales strategy development

Customer service excellence

Analytical skills

Clear communication

Education

Bachelor's Degree/University degree or equivalent experience

Job description

The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is 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

• Administer branch sales, service, control and management of human resources
• Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service
• Execute planning and budgeting activities to ensure branch annual goals are met
• Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff
• Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction
• Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings
• Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations
• Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding
• 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

• 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

Education

• Bachelor's Degree/University degree or equivalent experience

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.