
Branch Manager Chicago's North Shore- Assistant Vice President
Required skills
- Branch Manager
- Assistant Vice President
- SAFE Act
- sales
- client base
- consumer sales team
- customer loyalty
- business strategies
- human resources
- staff management
Nice to have
- banking
- financial industry
Role summary
The Branch Manager, Assistant Vice President, is an intermediate management role responsible for leading a team to drive sales and expand the client base in coordination with the consumer sales team. This position focuses on growing sales, fostering customer loyalty, and developing business strategies. Key responsibilities include administering branch operations, managing staff performance and customer service, executing financial planning and budgeting, overseeing controls and compliance, identifying training and development needs, and leading recruitment efforts. The role requires assessing risk and ensuring adherence to ethical standards and regulations.
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
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:
Niles Illinois United States------------------------------------------------------
Primary Location Full Time Salary Range:
$71,120.00 - $106,680.00
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 12, 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.
Illinois residents – AI Notice and Right
------------------------------------------------------
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.
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.
Sample Citi interview questions
- 1
Write a SQL query using 3 CTEs.
codingaverage - 2
Discuss your ideas and pitch some trades.
case studyaverage
Get started to unlock a personalized interview prep pack for this role.
Similar roles
Banking - Investment Banking Shareholder Advisory Group, Full Time Analyst, New York - USA, 2027Citi · New York, NY · Onsite
Cybersecurity Architect, Post-Quantum Cryptography (PQC)Citi · Jacksonville, FL · Hybrid
Technology Process Re-Engineering, Assistant Vice PresidentState Street · Quincy, MA · Onsite- Vice President, ProcurementSotheby's · New York, NY · Onsite
- Vice President, Product MarketingSpring Health · Remote · Remote
Regional Vice President of Sales, ProvidersFreshpaint · Remote · Hybrid
