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 management. ABMs support customers in meeting financial goals by identifying lending needs, recommending consumer loan and voluntary product solutions, explaining lending services, and assisting with loan applications and payment reminders. The role also supports branch operations and sales performance, including loan evaluation, risk analysis, credit decisions, loan closings, insurance claims, recruiting, training, and implementation of plans to meet sales goals and provide a strong customer experience. Promotion to Branch Manager typically requires relocation; the company provides a relocation package for moves over 50 miles. This position is 100% onsite. Compensation is a salary of $45,000 per year, paid hourly, plus an uncapped monthly bonus that averages $8,000 annually. The role offers benefits including health, dental, and vision insurance, paid time off, paid holidays, a 401(k) plan with company match after one year, disability coverage, and professional development resources.
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 successfully 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 eligibility requirements 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
- Seek opportunities to originate new loan business by understanding customers’ needs and recommending suitable consumer loans and voluntary products.
- Educate customers about consumer lending services, including ways to improve credit and consolidate debt.
- Assist customers through the loan application process and make payment reminder calls when needed.
- Evaluate loan applications, 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, promote company core values, and ensure an outstanding client experience.
Benefits
- 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.
- Long-term disability coverage.
- Short-term disability coverage.
- Employee Assistance Program with confidential mental health support.
- Uncapped monthly incentive bonus pay.
- Relocation package for promotion-related moves over 50 miles.
- Access to LinkedIn Learning’s library of professional development courses.
- Employee of the Month Program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
