Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with an 18–24 month paid, on-the-job training program designed to prepare employees for promotion to Branch Manager. The ABM focuses on helping customers meet financial goals by identifying their needs, originating loan business, recommending consumer loan and voluntary product solutions, explaining lending services, and guiding customers through loan applications. The role also includes payment reminder calls and a range of branch operations and management support duties. Promotion to Branch Manager typically requires relocation; a relocation package is provided for moves of more than 50 miles.
Requirements
- Bachelor's degree required; college seniors able to work 20 hours a week may be considered in some locations.
- 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 eligibility requirements for insurance licensing to sell voluntary insurance products; eligibility is 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
- Seek opportunities to originate new loan business by listening to customers, understanding their needs, and recommending suitable consumer loan and voluntary product solutions.
- Educate customers about consumer lending services, including ways to improve credit and consolidate debt.
- Assist customers through the loan application process and make payment reminder calls when needed.
- Evaluate loan applications, perform risk analysis, make credit decisions, administer loan closings, and process insurance claims.
- Assist the Branch Manager with recruiting and training.
- Help develop and implement plans to meet sales goals, promote company core values, and ensure an outstanding client experience.
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
- Uncapped monthly incentive bonus; the posting says the bonus averages $8,000 annually
- Company-provided life insurance
- Long-term disability coverage
- Short-term disability coverage
- Employee Assistance Program with confidential mental health support
- Relocation assistance, including a full relocation package for promotion-related moves over 50 miles
- Access to LinkedIn Learning's professional development courses
- Employee of the Month Program
- Philanthropic support for multiple charities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
