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 ABM is assigned a branch to manage upon promotion; promotion typically requires relocation, and the company provides a full relocation package 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 insurance products, explaining lending services, and assisting with loan applications and payment reminders. The role also supports branch operations and sales performance by evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, processing insurance claims, and assisting the Branch Manager with recruiting, training, sales plans, core values, and customer experience. This is a 100% onsite position. 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, paid holidays, a 401(k) plan with employer match, disability coverage, relocation assistance, and professional development opportunities.
Requirements
- Bachelor’s degree is required; Business, Finance, Sales, or a related field is preferred.
- Professional demeanor, positive attitude, and strong communication and customer relations skills.
- Ability to work independently and as a team member 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 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 state department of insurance criminal background check.
- Willingness and ability to relocate for promotion to Branch Manager.
Nice To Haves
- At least 1 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, 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 an 18–24 month paid on-the-job training program in branch operations and management.
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
- Company-provided life insurance
- Long-term disability coverage
- Short-term disability coverage
- Employee Assistance Program with confidential mental health support
- Monthly incentive bonus pay
- Relocation assistance, including a full relocation package for promotion-related moves more than 50 miles
- Access to LinkedIn Learning 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 promotion opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
