About The Position

This is an entry-level financial services role with an 18–24 month paid, on-the-job training program covering branch operations and management, with a path to promotion to Branch Manager. The position is 100% onsite. Promotion to Branch Manager typically requires relocation; a full relocation package is provided for moves over 50 miles. The Assistant Branch Manager helps customers meet financial goals by identifying lending needs, recommending consumer loans and voluntary products, explaining lending services, and guiding customers through loan applications. The role also supports branch operations and sales, including loan evaluations, risk analysis, credit decisions, loan closings, insurance claims, payment reminder calls, recruiting and training, and implementing plans to meet sales goals while delivering a strong customer experience. Compensation is $45,000 per year, paid hourly, plus an uncapped monthly bonus that averages $8,000 annually. Benefits include health, dental, and vision insurance, paid time off and holidays, a 401(k) with employer match, life and disability insurance, an Employee Assistance Program, professional development courses, and other employee programs.

Requirements

  • Bachelor's degree; preferred majors include Business, Finance, Sales, or a related field.
  • Professional demeanor and positive attitude.
  • Strong communication and customer relations skills.
  • Ability to work independently and as a team member in a fast-paced environment and successfully manage 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.
  • Must be eligible 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.
  • Spanish bilingual ability is preferred.

Responsibilities

  • Contact current and prospective customers to identify opportunities for new loan business and understand their financial needs.
  • Recommend appropriate consumer loan and voluntary product solutions.
  • Educate customers about consumer lending services, credit improvement, and debt consolidation.
  • Guide 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 while promoting company core values and ensuring an outstanding customer experience.
  • Complete an 18–24 month paid training program in branch operations and management, preparing for a potential Branch Manager promotion.

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; the overview specifies the match begins after one year.
  • Company-provided life insurance and long-term disability.
  • Short-term disability.
  • Employee Assistance Program with confidential mental health support.
  • Monthly incentive bonus pay; the overview describes an uncapped monthly bonus averaging $8,000 annually.
  • Relocation assistance, including a full package for promotion-related moves over 50 miles.
  • Access to LinkedIn Learning's library of more than 10,000 professional development courses.
  • Employee of the Month Program.
  • Philanthropic support for charities, including an annual drive for St. Jude Children's Research Hospital.
  • Friendly team environment in professional offices.
  • Internal promotion opportunities.
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