C

Citi

Runs banking and payments for global clients

Producing Lending Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Ramon, CA, USAHybrid

About the Job

Requirements

  • Five to eight years of previous management experience is required.
  • Proven experience leading, managing, motivating, and retaining a sales force.
  • Ability to identify key customer needs and develop programs, processes, or products that meet those needs.
  • Strong negotiation and influence-management skills.
  • Ability to work with all levels of internal and external management.
  • Good communication and presentation skills.
  • Strong analytical, planning, and organizational skills, including the ability to multitask and prioritize effectively.
  • Ability to maintain high standards of product, service, and process quality; manage the business with attention to detail and data integrity; follow up effectively; and manage projects to agreed timelines.
  • Process-oriented and results-driven.
  • Ability to lead and manage a diverse sales force using multiple channels with a diverse client population.
  • Ability to meet or exceed individual sales goals consistently as an individual contributor or producing sales manager.
  • NMLS registration and SAFE Act compliance.
  • Bachelor’s/University degree or equivalent experience.

Responsibilities

  • Oversee a geographical region, including accounts, client deals, and associates in that area.
  • Produce mortgage business by registering and closing mortgage loans and maintaining direct client contact for individual production.
  • Manage ongoing consumer customer relationships; evaluate moderately complex and variable issues with substantial potential sales impact; apply sales knowledge and industry expertise to develop sales techniques; and meet or exceed sales volume objectives.
  • Visit key referral relationships, including realtors, CPAs, and builders, to drive mortgage business into the bank.
  • Manage and develop sales teams, including performance evaluations, compensation, hiring, disciplinary actions, terminations, and direction of daily tasks and responsibilities.
  • Apply techniques to operate the team at optimal efficiency.
  • Resolve complex client deal structures, identify client needs, and present customized solutions to meet and exceed those needs.
  • Identify new market opportunities.
  • Work closely with the operations team and be responsible for quality, NPS, and client experience; work with internal branch partners for personal clients and the team’s clients.
  • Assess risk in business decisions, protect the firm’s reputation and assets, drive compliance with applicable laws, rules, and regulations, apply sound ethical judgment, escalate and report control issues transparently, supervise others’ activity, and hold those who fail to meet standards accountable.

About the Company

Citi

Runs banking and payments for global clients

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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