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 role begins with 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 to Branch Manager. Promotion typically requires relocation; a full relocation package is provided for moves more than 50 miles. The ABM helps customers meet financial goals by identifying their needs, recommending consumer loan and voluntary insurance product solutions, educating them about lending services and credit improvement, assisting with loan applications, and making payment reminder calls. The position also supports branch operations and sales goals by evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, processing insurance claims, and assisting the Branch Manager with recruiting, training, and plans to meet sales goals. The position is 100% onsite.
Requirements
- Bachelor's degree required; 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 acceptable standards for criminal background 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 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 potential customers to originate new loan business and understand their financial needs.
- Recommend consumer loan and voluntary product solutions and educate customers about 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 ensuring an outstanding customer experience.
- 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 incentive bonus, averaging $8,000 annually.
- 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) with employer match after one year.
- Company-provided life insurance and long-term disability coverage.
- Short-term disability coverage.
- Employee Assistance Program with confidential mental health support.
- Relocation assistance, including a full relocation package for promotion-related moves more than 50 miles.
- 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.
- 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
