Assistant Branch Manager

World Finance•Mauldin, SC

8d•$19 - $23•Onsite

About The Position

The Assistant Branch Manager works closely with the Branch Manager to learn branch operations and develop the leadership, sales, and operational skills needed to advance into branch management. The role performs core financial services representative functions while driving loan sales, managing past-due accounts, preparing individual tax returns, and helping customers with their financial needs. It involves substantial daily outbound calling, high-volume collections activity, in-person customer interactions, and closing loans. The Assistant Branch Manager is accountable for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax services, and branch operations. The position includes opportunities for performance-based earnings and advancement. Compensation is $19–$23 per hour, based on experience and location, with performance-based bonus opportunities. The role is office-based, with scheduled in-person attendance. Occasional extended hours, weekend work, and local travel to offsite locations or banks may be required based on business needs.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently complete required bank runs and transport deposits without relying on non-employees for transportation.
Ability to obtain required insurance licensing.
Experience in sales, customer service, collections, or account management with measurable results.
Proven ability to handle high-volume calls and difficult customer conversations.
Track record of meeting or exceeding goals in a fast-paced environment.
Strong communication, problem-solving, and organizational skills.
Basic computer skills and accurate, consistent data entry.
Genuine interest in pursuing a branch management career path.
Ability to communicate clearly and professionally in person, by phone, and electronically.
Ability to adapt, collaborate, and multitask in a fast-paced environment with shifting priorities and deadlines.

Nice To Haves

Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.

Responsibilities

Drive and close loan sales by taking applications, explaining terms, and asking customers for their business.
Conduct substantial daily outbound outreach for collections, application follow-up, tax services, and new business generation.
Manage delinquent accounts by securing payments and arranging payment plans.
Contact approved, pending, and former borrowers to generate loan volume and identify opportunities for additional financial products and services.
Prepare individual tax returns, gather and review documentation, and answer tax-related questions in compliance with company policies and applicable regulations.
Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
Process payments, account updates, and tax documentation, and record activity in company systems.
Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
Handle and balance cash, and complete required bank runs to deliver deposits.
Follow company policies, procedures, and regulatory requirements.
Complete required training and meet performance expectations for sales, collections, tax preparation, and account management.
Shadow the Branch Manager on daily operations and decision-making to develop knowledge of branch leadership.
Take on stretch opportunities, such as mentoring newer team members or supporting branch goal-setting, as readiness for greater responsibility is demonstrated.
Assist with general office upkeep as needed.