Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with a clear path to Branch Manager. Employees complete an 18–24 month paid, on-the-job training program covering branch operations and management. After training, they may be assigned a branch to manage. Promotion to Branch Manager typically requires relocation; a full relocation package is provided for moves of more than 50 miles. The role focuses on helping customers meet their financial goals by developing new loan business, understanding customer needs, recommending consumer loan and voluntary insurance product solutions, and educating customers about lending services, credit improvement, and debt consolidation. The ABM also guides customers through loan applications and makes payment reminder calls when needed. The ABM supports branch operations and assists the Branch Manager with recruiting and training, and with developing and implementing plans to meet sales goals while promoting company values and delivering an outstanding customer experience. The position is 100% onsite. Compensation is $45,000 per year, paid hourly, plus an uncapped monthly bonus averaging $8,000 annually.
Requirements
- Bachelor's degree required; ideal majors include Business, Finance, Sales, or a related field.
- Professional demeanor, positive attitude, and strong communication 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 and credit history and pass a pre-employment drug screen.
- Must be eligible for insurance licensing to sell voluntary insurance products, based on a criminal background check conducted by the state 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 identify opportunities to originate new loan business.
- Listen to customers' needs and recommend suitable consumer loan and voluntary product solutions.
- Educate customers about consumer lending services, credit improvement, and debt consolidation.
- Assist customers with 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.
- Help develop and implement plans to meet sales goals, promote company core values, and ensure an outstanding customer experience.
Benefits
- Health, dental, and 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 and long-term disability coverage.
- Short-term disability.
- Employee Assistance Program with confidential mental health support.
- Monthly incentive bonus pay.
- Relocation package for Branch Manager promotion moves of more than 50 miles.
- Access to LinkedIn Learning's library of more than 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
