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 position includes an 18–24 month paid, on-the-job training program covering branch operations and management. After training, the employee is assigned a branch to manage following promotion; 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, understanding customer needs, recommending consumer loan and voluntary product solutions, explaining lending services, helping customers through applications, and making payment reminder calls. The role also supports branch operations and management, including loan application evaluation, risk analysis, credit decisions, loan closings, insurance claims, recruiting and training, and sales-goal planning. 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 and positive attitude.
- Strong communication and customer relations skills.
- Ability to work independently and as part of a team in a fast-paced environment while managing 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 customer needs and recommend appropriate consumer loan and voluntary product solutions.
- Educate customers about consumer lending services, credit improvement, and debt consolidation.
- 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 paid training program in branch operations and management in preparation for promotion to Branch Manager.
Benefits
- Health insurance with employer contribution
- Dental insurance with employer contribution
- Vision insurance with employer contribution
- Paid time off: 15 days to start plus one additional personal day
- Paid holidays
- 401(k) plan with employer match after one year
- Company-provided life insurance
- Short- and long-term disability coverage
- Employee Assistance Program with confidential mental health support
- Monthly incentive bonus pay and regular bonuses
- 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
- Professional offices with a friendly team environment
- Internal promotion opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
