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 begins with 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 when promoted to Branch Manager. Promotion typically requires relocation; a full relocation package is provided for moves over 50 miles. The ABM helps customers meet financial goals by originating loan business, understanding customer needs, recommending consumer loan and voluntary insurance products, explaining lending services, and assisting customers through loan applications. The role also supports branch operations and sales by evaluating loan applications, conducting risk analysis, making credit decisions, closing loans, processing insurance claims, assisting with recruiting and training, and helping develop and implement plans to meet sales goals. The position is 100% onsite.
Requirements
- Bachelor’s degree; ideal majors include Business, Finance, Sales, or a related field.
- Professional demeanor and positive attitude.
- Strong communication 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 history and credit history and pass a pre-employment drug screen.
- Ability to meet eligibility requirements 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 originate new loan business.
- Listen to customers’ needs and recommend suitable consumer loan and voluntary product solutions.
- Educate customers about consumer lending services, improving credit, and consolidating debt.
- Assist customers through the loan application process and make payment reminder calls when needed.
- Evaluate loan applications and perform risk analysis.
- 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.
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
- Short-term disability
- Employee Assistance Program with confidential mental health support
- Monthly incentive bonus pay
- Relocation assistance, including a full relocation package for moves over 50 miles for promotion to Branch Manager
- 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 promotions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
