Branch Manager - Westchester North
$107.1k - $160.7k
Senior, Expert
Bachelor's, Master's
Yorktown Heights, NY, USA
In Person
Finance & BankingRetail & Commercial Banking
About the job
Requirements
- Six to ten years of relevant experience is required.
- Previous experience in banking or the financial industry is preferred.
- Sales management experience is preferred.
- Must be registered or willing to register as a mortgage loan originator with Nationwide Mortgage Licensing.
- Must obtain or be willing to obtain a unique identifier from the Registry.
- A bachelor's degree or equivalent experience is required; a master's degree is preferred.
- Must demonstrate clear and concise written and verbal communication skills.
- Must demonstrate analytical skills.
Responsibilities
- Develop sales plans and drive individual production goals, including building a referral network and relationships with internal partners and external contacts.
- Create an environment through activity-based coaching and performance development, and implement and execute a coaching plan to develop employees' skills so they can achieve personal and branch goals.
- Develop and execute integrated sales, relationship, and credit strategies aligned with Retail Bank priorities, and execute the business plan to achieve expected 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 and adhere to operational controls.
- Collaborate with branch partners to achieve goals, build customer relationships, and deliver customer service.
- Use the workforce planning tool to optimize branch staffing and set expectations for branch staff, fostering an environment in which team members work together to achieve business goals.
- Integrate segment partners, partner with the Assistant Manager and Division Operational team, and drive sales and outbound sales activities, including representing Citi and building community partnerships.
- Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; and coach and manage performance on decisions used.
- Lead the hiring process and coordinate performance management, compensation, communication, and employee evaluations for branch staff.
- Plan and budget, formulate policy, and participate in short-term and resource planning.
- Assess risk in business decisions, consider the firm's reputation and safeguard Citigroup, its clients, and assets; drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment in personal behavior, conduct, and business practices; and escalate, manage, and report control issues transparently.
- Effectively supervise the activity of others and create accountability for those who fail to maintain required standards.
Desired Qualifications
- Previous experience in banking or the financial industry.
- Sales management experience.
- A master's degree.
About the company
Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1812
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Simplify's Take
What believers are saying
- Revenue is expanding: Citi reported $24.8 billion in the June 2026 quarter, up 14% year over year.
- US parents get protected time: eligible Citi employees receive 16 weeks of bonding leave at full base pay.
- Institutional deposits are sticky: Citi says around 80% of Services deposits come from clients with relationships exceeding 15 years.
What critics are saying
- Lending losses remain substantial: Citi's net credit losses reached $2.4 billion in the June 2026 quarter.
- Australian hybrid roles require office time: Citi sets a minimum of three office days weekly for designated hybrid positions.
- Job cuts carry a cost: Citi booked roughly $500 million in severance in the March 2026 quarter.
What makes Citi unique
- Corporate payments move at scale: Citi processes around $6 trillion daily through its Treasury and Trade business.
- Deposits move beyond banking hours: Citi Token Services transfers cash between participating Citi branches around the clock.
- Employees use a shared AI workspace: Citi's Stylus platform reaches over 180,000 people for research and multi-step workflows.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) Retirement Plan
- 401(k) Company Match
- Wellness Program
- Paid Vacation
- Paid Sick Leave
- Paid Holidays