Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager is an entry-level financial services position with an 18–24 month paid, on-the-job training program covering branch operations and management. The role offers a path to promotion to Branch Manager, which typically requires relocation; a full relocation package is provided for moves of more than 50 miles. The position focuses on helping customers meet financial goals by developing new loan business, understanding customer needs, recommending consumer loan and voluntary insurance products, and explaining lending services, credit improvement, and debt consolidation. The Assistant Branch Manager also supports loan applications and payment reminders, evaluates applications, performs risk analysis, makes credit decisions, administers loan closings, and processes insurance claims. The role assists the Branch Manager with recruiting and training, and with developing and implementing plans to meet sales goals while upholding company values and delivering a strong customer experience. The position is 100% onsite. Compensation is $45,000 per year, paid hourly, plus an uncapped monthly bonus that averages $8,000 annually.
Requirements
- Bachelor's degree; ideal majors include Business, Finance, Sales, or a related field.
- Professional demeanor, positive attitude, strong communication skills, and strong 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 acceptable criminal background and credit history standards 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
- One or more years of customer-facing sales experience, such as retail sales or goal-oriented, incentive-based sales; preferred but not required.
Responsibilities
- Seek opportunities to originate new loan business by contacting current and potential customers.
- Understand customer 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 training program in branch operations and management.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 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
- Short-term disability
- Employee Assistance Program with confidential mental health support
- LinkedIn Learning access to 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
- Relocation assistance, including a full relocation package for promotion-related moves of more than 50 miles
- Internal promotions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
