Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services position with a path to Branch Manager. The role includes an 18–24 month paid, on-the-job training program covering branch operations and management. After training, the ABM is assigned a branch to manage upon promotion; promotion to Branch Manager typically requires relocation, with a full relocation package provided for moves more than 50 miles. The ABM helps customers meet financial goals by originating loan business, understanding customer needs, recommending consumer loan and voluntary insurance products, explaining lending services, helping customers through applications, and making payment reminder calls when needed. The role also supports branch operations through loan application evaluation, risk analysis, credit decisions, loan closings, insurance claims, recruiting and training, and execution of sales plans while promoting company values and a positive customer experience. This position is 100% onsite.
Requirements
- Bachelor's degree; ideal majors include Business, Finance, Sales, or a related field.
- Professional demeanor, positive attitude, strong communication skills, and customer relations skills.
- Ability to work independently and as a team member in a fast-paced environment and successfully navigate priorities.
- Proficiency with Windows and Microsoft Office Suite.
- Valid driver's license, reliable transportation, auto insurance, and a satisfactory driving record.
- Must meet acceptable standards for criminal background history and credit history and pass a pre-employment drug screen.
- Ability to meet state insurance licensing eligibility requirements to sell voluntary insurance products, based on a criminal background check conducted by the state's department of insurance.
- Willingness and ability to relocate for promotion to Branch Manager.
Nice To Haves
- At least one year of customer-facing sales experience, such as retail sales or goal-oriented, incentive-based sales; preferred but not required.
Responsibilities
- Contact current and potential customers to originate new loan business.
- Understand customer needs and recommend appropriate consumer loan and voluntary product solutions.
- Educate customers about consumer lending services, credit improvement, and debt consolidation.
- Assist customers through the loan application process and make payment reminder calls when needed.
- Evaluate loan applications, perform risk analysis, and make credit decisions.
- Administer loan closings and process insurance claims.
- Assist the Branch Manager with recruiting and training.
- Develop and implement plans to meet sales goals while promoting company core values and an outstanding customer experience.
- Complete an 18–24 month paid, on-the-job training program in branch operations and management.
Benefits
- Health insurance with employer contribution
- Dental insurance with employer contribution
- Vision insurance with employer contribution
- 15 days of paid time off to start, plus one additional personal day
- Paid holidays
- 401(k) plan with employer match after one year
- Company-provided life insurance
- Long-term disability
- Short-term disability
- Employee Assistance Program with confidential mental health support
- Uncapped monthly bonus; average annual bonus of $8,000
- Monthly incentive bonus pay
- Regular bonuses
- Relocation assistance, including a full relocation package for promotion-related moves more than 50 miles
- Access to LinkedIn Learning's library of more than 10,000 professional development courses
- Employee of the Month Program
- Professional offices with a friendly team environment
- Philanthropic support for multiple charities, including an annual drive for St. Jude Children's Research Hospital
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
