Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with a clear path to Branch Manager. The position includes an 18–24 month paid, on-the-job training program covering branch operations and management. After training, the ABM is assigned a branch to manage upon promotion. 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 their financial goals by originating loan business, understanding customer needs, recommending consumer loan and voluntary product solutions, and educating customers about lending services, credit improvement, and debt consolidation. The ABM assists customers with loan applications and makes payment reminder calls as needed. The ABM also supports branch operations by evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, and processing insurance claims. In partnership with the Branch Manager, the ABM assists with recruiting and training and develops and implements plans to meet sales goals while promoting company values and delivering an outstanding customer experience. 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 state insurance licensing eligibility requirements to sell voluntary insurance products, 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 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.
- 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, perform risk analysis, and make credit decisions.
- Administer loan closings and process insurance claims.
- Assist the Branch Manager with recruiting and training.
- Develop and implement plans to meet sales goals while promoting company core values and a strong customer experience.
- Complete an 18–24 month paid, on-the-job training program in branch operations and management.
Benefits
- Competitive salary of $45,000 per year, paid hourly.
- Uncapped monthly bonus; the overview states it averages $8,000 annually.
- 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 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.
- Monthly incentive bonus pay.
- Internal promotions.
- Philanthropic support for multiple charities, including an annual drive for St. Jude Children’s Research Hospital.
- Professional offices with a friendly team environment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
