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. The role includes an 18–24 month paid, on-the-job training program covering branch operations and management. After training, ABMs are assigned their own branch to manage upon promotion to Branch Manager. Promotion typically requires relocation, and a full relocation package is provided for moves of more than 50 miles. The ABM focuses on helping customers meet financial goals by originating loan business, contacting current and potential customers, understanding their needs, and recommending consumer loan and voluntary product solutions. The ABM explains lending services, including credit improvement and debt consolidation, assists customers with loan applications, and makes payment reminder calls as needed. The role also supports branch operations by evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, and processing insurance claims. The ABM assists the Branch Manager with recruiting and training, developing and implementing plans to achieve sales goals, promoting company core values, and ensuring a strong customer experience. The position is 100% onsite.
Requirements
- Bachelor’s degree required; 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 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.
- 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.
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, including improving credit and consolidating debt.
- 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.
- Help develop and implement plans to meet sales goals while promoting company core values and an outstanding customer experience.
- Complete the 18–24 month paid on-the-job training program in branch operations and management.
Benefits
- Competitive salary of $45,000 per year, paid hourly.
- Uncapped monthly bonus averaging $8,000 annually.
- 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; the overview states the match begins after one year.
- 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 moves of more than 50 miles for promotion to Branch Manager.
- Access to LinkedIn Learning’s library of more than 10,000 professional development courses.
- Employee of the Month Program.
- Monthly incentive bonus pay.
- Internal promotion opportunities.
- 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
