Regional Sales Team Lead

5 days ago

Arlington Heights, Illinois, United States Citi Full time
About This Opportunity

We are seeking an experienced Branch Manager SAFE Act to join our team. As a Branch Manager SAFE Act, you will be responsible for leading a team of employees in achieving sales targets, building customer loyalty, and developing business strategies or initiatives that align with the Retail Bank's priorities. The ideal candidate will have 6-10 years of relevant experience, previous experience in banking or finance, and sales management experience.

Main Responsibilities:
  • Develop and implement sales plans to drive individual production goals, including building referral networks and relationships with internal partners and external contacts.
  • Create an environment through activity-based coaching and performance development to enhance employee skills and achieve personal/branch goals.
  • Develop and execute integrated sales, relationship, and credit strategies that align with the Retail Bank's priorities and achieve expected goals in all business categories.
  • Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition, ensuring clients receive optimal service and monitoring operational controls.
  • Collaborate with branch partners to successfully achieve goals, build customer relationships, and deliver exceptional customer service.
  • Leverage workforce planning tools to optimize staffing in branches and set expectations for branch staff, fostering an environment where team members work together to achieve all business goals.
  • Integrate segment partners, partner with Assistant Managers, and partner with Division Operations to drive sales and outbound sales activities, including representing Citi and building partnerships in the community.
  • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used.
  • Lead the hiring process and coordinate performance management, compensation, communication, and employee evaluation of branch staff.
  • Responsible for planning, budgeting, and policy formulation, as well as short-term planning and resource allocation.
  • Avoidable risk when making business decisions, 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.


Requirements
  • 6-10 years of relevant experience required.
  • Previous experience in banking or finance preferred.
  • Sales management experience preferred.
  • Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing.
  • Obtain or willing to obtain unique identifier from Registry.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Consistently demonstrates analytical skills.


Benefits and Compensation

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also provides paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

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