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 ABM completes an 18–24 month paid, on-the-job training program covering branch operations and management, then may be assigned a branch to manage. Promotion to Branch Manager typically requires relocation; a full relocation package is provided for moves of more than 50 miles. The role focuses on helping customers meet financial goals by originating loan business, understanding customer needs, recommending consumer loan and voluntary insurance products, explaining lending services, and guiding customers through applications. The ABM also supports branch operations and assists the Branch Manager with recruiting, training, sales planning, and customer experience. The position is 100% onsite.
Requirements
- Bachelor's degree required; preferred majors include Business, Finance, Sales, or a related field.
- 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 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.
- 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.
- 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 and a strong customer experience.
- Complete the paid on-the-job training program in branch operations and management.
Benefits
- Competitive salary of $45,000 per year, paid hourly.
- Uncapped monthly bonus averaging $8,000 annually and monthly incentive bonus pay.
- 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) plan 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 moves of more than 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 promotion opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
