Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign-On Bonus!)
About The Position
This entry-level financial services position offers a clear path to management within a growing company. The role involves assisting customers with their financial goals, originating new loan business, and educating them on lending services. Responsibilities include evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, and processing insurance claims. The Assistant Branch Manager also supports the Branch Manager with recruiting, training, and developing sales plans to meet goals and ensure an outstanding client experience. A comprehensive on-the-job paid training program is provided, preparing individuals for Branch Manager roles, which may include relocation with a provided package.
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.
- Proficiency with Windows and Microsoft Office Suite.
- Valid driver's license, reliable transportation, and auto insurance with a 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
- Assist customers in meeting their financial goals.
- Originate new loan business by understanding customer needs and recommending solutions.
- Educate customers on consumer lending services, credit improvement, and debt consolidation.
- Guide 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 with recruiting and training new team members.
- Develop and implement plans to meet sales goals.
- Ensure an outstanding client experience.
- Participate in an 18-24 month on-the-job paid training program.
Benefits
- Competitive salary ($45,000 per year paid hourly).
- Uncapped monthly bonus (averages $8,000 annually).
- $2,500 Sign-On Bonus + $500 after 90 days with a satisfactory rating.
- Health, Dental, & Vision Insurance with employer contribution.
- 15 days of Paid Time Off (PTO) to start + 1 additional personal day.
- Paid holidays.
- 401(k) plan with company match after one year.
- Regular bonuses.
- Relocation assistance.
- Short and long-term disability.
- Employee Assistance Program - Confidential mental health support.
- Employee of the Month Program.
- Philanthropic support for charities.
- Professional offices with a friendly team environment.
- Internal promotions.
- Company provided Life Insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
