Assistant Branch Manager - Sales Manager Trainee (Bilingual Preferred)
About The Position
This entry-level financial services position offers a clear path to management within a growing company. The role involves a paid training program focused on branch operations and management, with the ultimate goal of promotion to Branch Manager, which typically requires relocation and is supported by a relocation package. The primary focus is on assisting customers with their financial goals by originating new loan business, educating them on services, and guiding them through the loan application process. Responsibilities also include evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, processing insurance claims, and assisting the Branch Manager with recruiting, training, and sales goal implementation while upholding company values and ensuring excellent customer experiences.
Requirements
- Bachelor's degree required (ideal majors include Business, Finance, Sales or related field).
- Professional demeanor, positive attitude, strong communication and customer relations skills.
- Ability to work well independently, as well 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, and auto insurance, and a satisfactory driving record.
- Must meet acceptable standards for criminal background history, credit history and pass a pre-employment drug screen.
- Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products.
- Willingness and ability to relocate for promotion into a Branch Manager role.
Nice To Haves
- 1 year or more of customer facing sales experience (i.e. retail sales, goal-oriented, incentive based) is preferred.
- Spanish speaking skills are desirable but not required.
Responsibilities
- Actively seek opportunities to originate new loan business by contacting current and potential customers.
- Listen to understand customer needs to recommend the best consumer loan and voluntary product solutions.
- Educate customers on consumer lending services, including credit improvement and debt consolidation.
- Assist customers through the loan application process.
- Make payment reminder calls.
- Evaluate loan applications.
- Perform risk analysis.
- Make credit decisions.
- Administer loan closings.
- Process insurance claims.
- Assist the Branch Manager with recruiting and training.
- Assist the Branch Manager with developing and implementing plans to meet sales goals.
- Promote company core values.
- Ensure an outstanding customer experience.
Benefits
- Competitive salary of $45,000 per year (paid hourly).
- Uncapped monthly bonus that averages $8,000 annually.
- Health, dental, and vision insurance with employer contribution.
- Paid time off (PTO).
- Paid holidays.
- 401(k) plan with company match after one year.
- Regular bonuses.
- Relocation assistance.
- Short and long-term disability.
- Access to LinkedIn Learning's library of 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.
- Monthly incentive bonus pay.
- Internal promotions.
- Employee Assistance Program - Confidential mental health support.
- Company provided Life Insurance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
