Avp Branch Manager- Mira Mesa jobs at Citi Group in United States, San Diego

Responsibilities:

• Lead the Operations Support department through delegation of tasks and responsibilities for multiple teams
• Conduct performance evaluations, compensations, hiring, disciplinary actions, and terminations of team members as well as determining staffing needs
• Monitor team’s end results, ensuring quality and efficiency and contributes to resource planning, budget management and formulation of procedures
• Contribute to development of new techniques, models, and plans within area of expertise
• Facilitate alignment of the Operations Support infrastructure through focused technologies and processes
• Ensure compliance with government regulations as they pertain to retail accounts serviced through the evaluation and implementation of appropriate control and testing measures
• Provide evaluative judgement based on analysis of information and in-depth knowledge of policies and procedures in complicated and unique situations
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Ability to manage teams.
• 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 experience managing a team
• Experience in analyzing business requirements, developing test plans, and discrepancy resolution
• Required Licensing/Registration: Series 7, Series 9, Series 10, and Series 63
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Self-motivated and detail oriented
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication 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.

Schedule Monday to Friday 8:00 am to 4:30 pm CST

Anticipated Posting Close Date:

Responsibilities:

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
• Identify referral opportunities for new products and services based on client’s financial goals
• Educate clients on digital and self-service opportunities offered by Citi
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
• Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
• Maintain working knowledge of client accounts as well as new and existing products and services offered.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.

Qualifications:

• Previous relevant experience preferred
• Demonstrated sales and customer service experience
• Money handling experience
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

The salary range provided in this posting is based on a 40 hour work week.

Monday- Friday12:00pm-4:00pm

Anticipated Posting Close Date:

• Acquire new clients through converting referralleads
• Manage client follow-up and adhere to all Regulatory and Compliance operatingprocedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branchexperience.
• Appropriately assess risk when business decisions are made, demonstrating 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.

Qualifications:

• 5-8 years ofexperience.
• Strong analytical and financialskills.
• Strong verbal and written communicationskills.
• Organized with strong attention todetails.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience usingMoney Guide Pro, orNaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategiespreferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work withoutdirection.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• InsuranceGroup 1 required.
  • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

• Bachelor's/University degree or equivalent

Anticipated Posting Close Date:

Responsibilities:

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
• Identify referral opportunities for new products and services based on client’s financial goals
• Educate clients on digital and self-service opportunities offered by Citi
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
• Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
• Maintain working knowledge of client accounts as well as new and existing products and services offered.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.

Qualifications:

• Previous relevant experience preferred
• Demonstrated sales and customer service experience
• Money handling experience
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

The salary range provided in this posting is based on a 40 hour work week.

Good Faith schedule: Monday, Wednesday, Thursday, Friday 12:15-5:15pm; Saturday 9:30-2:30pm

Time Type:

Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.

Anticipated Posting Close Date:

The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.Responsibilities:

• Assist in the execution of Citi’s Investment Banking business activities
• Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
• Contribute to building Citi’s franchise
• Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
• 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.

Qualifications:

• 5-8 years of relevant experience
• Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
• Experience in evaluating corporate transactions and structures
• Experience creating financial analyses
• Demonstrated problem solving and organizational skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience assisting with client development
• Ability to work with teams and track business development (collect research, analyze industry trends)
• Series 79 and 63 licenses

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.

Anticipated Posting Close Date:

Responsibilities:

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
• Identify referral opportunities for new products and services based on client’s financial goals
• Educate clients on digital and self-service opportunities offered by Citi
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
• Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
• Maintain working knowledge of client accounts as well as new and existing products and services offered.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.

Qualifications:

• Previous relevant experience preferred
• Demonstrated sales and customer service experience
• Money handling experience
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type:

Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.

Anticipated Posting Close Date:

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.

Anticipated Posting Close Date: