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, ABMs are assigned their own branch to manage upon promotion. Promotion to Branch Manager typically requires relocation; a full relocation package is provided for moves of more than 50 miles. The ABM helps customers meet their financial goals by pursuing new loan business, contacting current and potential customers, understanding their needs, and recommending consumer loan and voluntary product solutions. The role also educates customers about lending services, credit improvement, and debt consolidation; assists with loan applications; and makes payment reminder calls as needed. The position supports branch operations by evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, and processing insurance claims. The ABM also assists the Branch Manager with recruiting and training, developing and implementing plans to meet sales goals, promoting company core values, and ensuring a strong customer experience. The job is 100% onsite.
Requirements
- Bachelor's degree; Business, Finance, Sales, or a related field is ideal.
- 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 and manage competing 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 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 identify opportunities for new loan business and understand their needs.
- Recommend suitable 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 core values.
- Help ensure an outstanding customer experience.
- Complete an 18–24 month paid, on-the-job 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) 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 professional development courses
- Monthly incentive bonus pay
- Regular bonuses
- Relocation assistance, including a full package for qualifying promotion moves more than 50 miles
- Employee of the Month Program
- Philanthropic support for charities, including an annual fundraiser 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
