Assistant Branch Manager - Sales Manager Trainee
About The Position
The Assistant Branch Manager (ABM) is an entry-level financial services role with an 18–24 month paid, on-the-job training program covering branch operations and management. The role is designed to prepare employees for promotion to Branch Manager, which typically requires relocation; a full relocation package is provided for moves of more than 50 miles. The ABM helps customers meet financial goals by identifying opportunities to originate new loan business, contacting current and potential customers, understanding their needs, and recommending consumer loans and voluntary products. The role also involves educating customers about consumer lending services, credit improvement, and debt consolidation; assisting with loan applications; and making payment reminder calls when needed. Additional duties include evaluating loan applications, conducting risk analysis, making credit decisions, administering loan closings, and processing insurance claims. The ABM assists the Branch Manager with recruiting and training, developing and implementing plans to meet sales goals, promoting company core values, and ensuring a strong customer experience.
Requirements
- Bachelor's degree; 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's department of insurance.
- Willingness and ability to relocate for promotion to a Branch Manager role.
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 and identify opportunities to originate new loan business.
- Understand customer needs and recommend suitable consumer loan and voluntary product solutions.
- Educate customers about consumer 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 an outstanding customer experience.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Paid time off: 15 days to start plus one additional personal day
- Paid holidays
- 401(k) with employer match
- Company-provided life insurance
- Long-term disability
- Employee Assistance Program with confidential mental health support
- 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
- Monthly incentive bonus pay
- Relocation assistance for promotion to Branch Manager
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
