Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with a career path to Branch Manager. The position includes an 18–24 month paid, on-the-job training program covering branch operations and management. After training, the ABM is assigned a branch to manage upon promotion to Branch Manager; promotion typically requires relocation, and a full relocation package is provided for moves more than 50 miles. The ABM helps customers meet their financial goals by originating loan business, contacting current and prospective customers, identifying their needs, and recommending consumer loan and voluntary product solutions. The role also involves educating customers about lending services, credit improvement, and debt consolidation; guiding customers through loan applications; and making payment reminder calls as needed. The position supports branch operations by evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, and processing insurance claims. The ABM also assists the Branch Manager with recruiting and training, developing and implementing plans to meet sales goals, promoting company core values, and ensuring an outstanding customer experience. The position is 100% onsite.
Requirements
- Bachelor’s degree; ideal 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 the company’s 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
- Contact current and potential customers to originate new loan business.
- Understand customers’ needs and recommend suitable consumer loans and voluntary product solutions.
- Educate customers about consumer lending services, improving credit, and consolidating debt.
- Assist customers with the loan application process and make payment reminder calls as 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.
- Help ensure an outstanding customer experience.
- Complete paid on-the-job training in branch operations and management, with a path to promotion to Branch Manager.
Benefits
- Competitive salary of $45,000 per year, paid hourly.
- Uncapped monthly bonus, averaging $8,000 annually.
- 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.
- Long-term disability coverage.
- Short-term disability coverage.
- Employee Assistance Program with confidential mental health support.
- Relocation assistance, including a full package for promotion-related 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.
- Professional offices with a friendly team environment.
- Monthly incentive bonus pay.
- Internal promotion opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
