Assistant Branch Manager - Sales Manager Trainee
About The Position
This entry-level financial services position offers a clear path to management within a growing company. The role involves a paid on-the-job training program lasting 18-24 months, covering all aspects of branch operations and management, with the ultimate goal of promotion to Branch Manager. The primary focus is on assisting customers with their financial goals by originating new loan business, educating them on services, and guiding them through the application process. Responsibilities also include evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, processing insurance claims, and assisting the Branch Manager with recruiting, training, and sales goal implementation while upholding company core values and ensuring excellent customer experiences.
Requirements
- Bachelor's degree required, preferably in Business, Finance, Sales, or a related field.
- Professional demeanor, positive attitude, strong communication and customer relations skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Ability to successfully navigate priorities.
- Proficiency with Windows and Microsoft Office Suite.
- Valid driver's license, reliable transportation, and auto insurance.
- Satisfactory driving record.
- Must meet acceptable standards for criminal background history and credit history.
- Must pass a pre-employment drug screen.
- Ability to meet eligibility requirements for insurance licensing.
- Willingness and ability to relocate for promotion into a Branch Manager role.
Nice To Haves
- 1 year or more of customer-facing sales experience (e.g., retail sales, goal-oriented, incentive-based) is preferred but not required.
Responsibilities
- Originate new loan business by contacting current and potential customers.
- Listen to understand customer needs and recommend appropriate consumer loan and voluntary product solutions.
- Educate customers on consumer lending services, including credit improvement and debt consolidation.
- Assist customers through the loan application process.
- Make payment reminder calls.
- Evaluate loan applications.
- Perform risk analysis.
- Make credit decisions.
- Administer loan closings.
- Process insurance claims.
- Assist the Branch Manager with recruiting and training.
- Assist the Branch Manager with developing and implementing plans to meet sales goals.
- Promote company core values.
- Ensure an outstanding customer experience.
Benefits
- Health, Dental, & Vision Insurance with employer contribution
- 15 days of Paid Time Off (PTO) to start + 1 additional personal day
- 401k plan with company match after one year
- Company provided Life Insurance
- Short and long-term disability
- Employee Assistance Program - Confidential mental health support
- Access to LinkedIn Learning's library of 10,000+ professional development courses
- Employee of the Month Program
- Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital
- Professional offices with a friendly team environment
- Monthly incentive bonus pay
- Internal promotions
- Relocation assistance (full package for moves over 50 miles)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
