Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with a path to Branch Manager. The ABM completes an 18–24 month paid, on-the-job training program covering branch operations and management, then may be assigned a branch to manage upon promotion. Promotion to Branch Manager typically requires relocation; a full relocation package is provided for moves more than 50 miles. The role focuses on helping customers meet financial goals by originating loan business, understanding customer needs, recommending consumer loans and voluntary products, educating customers about lending services, and assisting with applications and payment reminders. The ABM also supports branch operations and sales performance by evaluating loan applications, analyzing risk, making credit decisions, completing loan closings, processing insurance claims, assisting with recruiting and training, and helping plan and achieve sales goals while promoting company values and a strong customer experience. This position is 100% onsite.
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 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 criminal background and credit history standards 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 originate new loan business.
- Listen to customers’ needs and recommend suitable consumer loan and voluntary product solutions.
- Educate customers about consumer lending services, improving credit, and consolidating debt.
- Guide 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 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) with employer match after one year
- Company-provided life insurance
- Long-term disability insurance
- Short-term disability
- Employee Assistance Program with confidential mental health support
- Monthly incentive bonus pay
- Uncapped monthly bonus, averaging $8,000 annually
- Relocation assistance, including a full relocation package for moves 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
- Philanthropic support for multiple charities, including an annual drive for St. Jude Children’s Research Hospital
- Professional offices with a friendly team environment
- Internal promotions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
