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Branch Performance Strategy & Execution: Program Management Lead

Job Req Id:

26969758

Location(s):

Charlotte, North Carolina, United States, O'Fallon, Missouri, United States, Jacksonville, Florida, United States

Job Type:

On-Site/Resident

Posted:

Jun. 11, 2026

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Job Overview

This position is responsible for performance analysis and insights supporting Branch Performance metrics for the U.S. Branch Network. The role will support leadership in the identification of actionable insights to inform the overall Branch Performance strategy and prioritize initiatives. In addition, this role will work closely with business leaders and process owners to identify root causes and develop action plans to address thematic opportunities.

Responsibilities

  • Responsible for the creation and distribution of daily, weekly, monthly, and quarterly reports for senior leadership to help gauge performance on branch productivity and goal attainment.
  • Create and develop analyses to help the business recognize challenges, identify opportunities, and build solutions to improve overall branch and banker performance.
  • Lead weekly, monthly, and ad hoc analyses with best-in-class tools to deliver timely, precise, and actionable insights across a variety of forums and publications.
  • Collaborate with key stakeholders to plan, support, and deliver analytical deep dives on relevant topics related to branch performance.
  • Support performance management and goal-setting projects across the branch network, including deep dive analysis projects and the maintenance of performance frameworks, metrics, and scorecards.
  • Maintain a high degree of compliance excellence by managing all documentation for branch performance programs and ensuring timely updates and accuracy.
  • Act as a powerful storyteller, able to create compelling performance narratives, both written and visual, to translate complex data and analyses into actionable insights for senior management and other key business stakeholders.
  • Support the design and governance of performance metrics and scorecards, ensuring alignment with business strategy and consistent evaluation practices.

Required Qualifications

  • 6-10 years of relevant professional experience in Analytics, Financial Services, Consulting, or a related discipline.
  • Highly analytical with a data-driven mindset and strong attention to detail; able to analyze performance metrics both quantitatively and qualitatively.
  • Strong problem-solver with the ability to review existing processes, identify breakdowns, and recommend improvements to increase efficiency.
  • Proven ability to partner and collaborate effectively across different levels and functions within a complex, matrixed organization.
  • Excellent organizational and time-management skills, with the ability to work independently and manage multiple shifting priorities in a fast-changing, high-priority environment.
  • Strong strategic thinking and problem-solving skills, with the ability to translate data into actionable business strategies and insights.
  • Thorough understanding of performance management principles and measurement methodologies related to sales productivity, financial outcomes, and operational efficiency.
  • Advanced analytical and quantitative capabilities with experience leveraging large datasets to drive decision-making.
  • High proficiency with Microsoft Office applications, particularly MS PowerPoint and Excel.
  • Knowledge of data querying and visualization tools is preferred (e.g., SQL, Tableau).

Preferred Qualifications

  • Experience in performance management, sales productivity, or branch analytics.
  • Demonstrated experience in program/project management, PMO leadership, or functional transformation roles.
  • PMP, PgMP, CAPM, and/or MBA or equivalent advanced degree.

Education

  • Bachelor's/University degree or equivalent experience required.

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Job Family Group:

Project and Program Management

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Job Family:

Program Management

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Time Type:

Full time

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Primary Location:

NC-CHARLOTTE (BALLANTYNE)

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Primary Location Full Time Salary Range:

$107,120.00 - $160,680.00


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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Jul 11, 2026

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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.

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