Assistant Branch Manager - Sales Manager Trainee (Bilingual Preferred)
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with an 18–24 month paid, on-the-job training program covering branch operations and management. The position is designed to prepare employees for promotion to Branch Manager; promotion typically requires relocation, and a full relocation package is provided for moves of more than 50 miles. The ABM helps customers meet financial goals by developing new loan business, understanding customer needs, recommending consumer loans and voluntary products, explaining lending services, and assisting with applications and payment reminders. The role also supports branch operations by evaluating loan applications, conducting risk analysis, making credit decisions, closing loans, and processing insurance claims. The ABM assists the Branch Manager with recruiting and training, developing and implementing sales plans, promoting company values, and ensuring a strong customer experience. The position is 100% onsite.
Requirements
- Bachelor’s degree; preferred majors include Business, Finance, Sales, or a related field.
- 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 criminal background check conducted by the state department of insurance.
- 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.
- Spanish-speaking skills.
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 credit improvement and debt consolidation.
- Guide customers through the loan application process and make payment reminder calls when needed.
- Evaluate loan applications, perform risk analysis, 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.
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) plan with employer match after one year
- Uncapped monthly incentive bonus pay
- Company-provided life insurance
- Long-term disability coverage
- Short-term disability coverage
- Employee Assistance Program with confidential mental health support
- Access to LinkedIn Learning professional development courses
- Relocation package for promotion-related moves of more than 50 miles
- Employee of the Month Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
