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 role includes an 18–24 month paid, on-the-job training program covering branch operations and management. After training, the ABM may be assigned a branch to manage following 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 financial goals by identifying opportunities for new loan business, contacting current and prospective customers, understanding their needs, and recommending suitable consumer loans and voluntary products. The role also includes explaining lending services and credit improvement or debt consolidation options, assisting with loan applications, and making payment reminder calls when needed. The ABM supports branch operations by evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, and processing insurance claims. The position also assists the Branch Manager with recruiting and training, developing and implementing plans to meet sales goals, promoting company values, and providing an outstanding 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, strong communication skills, 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 employer's acceptable standards for criminal background history and credit history and pass a pre-employment drug screen.
- Ability to meet state insurance licensing eligibility requirements 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 prospective customers to identify opportunities for new loan business.
- Understand customer needs and recommend appropriate consumer loan and voluntary product solutions.
- Educate customers about consumer lending services, 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, 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 customer service.
- Complete an 18–24 month paid, on-the-job training program in branch operations and management.
Benefits
- Competitive salary of $45,000 per year, paid hourly.
- Uncapped monthly bonus; the overview states it averages $8,000 annually.
- 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.
- Company-provided life insurance.
- Long-term disability coverage.
- Short-term disability coverage.
- Relocation assistance and a full relocation package for moves more than 50 miles when promoted to Branch Manager.
- Employee Assistance Program with confidential mental health support.
- 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.
- Monthly incentive bonus pay.
- 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
