Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with a clear 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 a branch to manage upon promotion to Branch Manager; promotion typically requires relocation, and a full relocation package is provided for moves of more than 50 miles. The ABM focuses on helping customers meet financial goals by developing new loan business, understanding customer needs, and recommending consumer loan and voluntary insurance products. The role also involves educating customers about lending services, credit improvement, and debt consolidation; assisting with loan applications; and making payment reminder calls when needed. The position supports branch operations through loan application evaluation, risk analysis, credit decisions, loan closings, and insurance claims processing. The ABM also assists the Branch Manager with recruiting and training, developing and implementing sales plans, promoting company values, and ensuring a strong customer experience. The job is 100% onsite and offers a salary of $45,000 per year, paid hourly, plus an uncapped monthly bonus averaging $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 customer relations skills.
- Ability to work independently and as a team member in a fast-paced environment while navigating 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.
- Ability to meet state insurance licensing eligibility requirements to sell voluntary insurance products.
- 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 originate new loan business.
- Understand customer needs and recommend suitable consumer loan and voluntary insurance 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 paid on-the-job training in branch operations and management in preparation for potential promotion to Branch Manager.
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
- Company-provided life insurance
- Long-term disability coverage
- Short-term disability coverage
- Employee Assistance Program with confidential mental health support
- Uncapped monthly incentive bonus pay
- Relocation assistance, including a full package for moves of more than 50 miles for promotion to Branch Manager
- Access to LinkedIn Learning's professional development courses
- Employee of the Month Program
- Philanthropic support for multiple charities, including an annual drive for St. Jude Children's Research Hospital
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
