Assistant Manager

World FinanceEasley, SC
$19 - $21Onsite

About The Position

The Assistant Manager role is built for candidates who want to lead a branch of their own one day. Working closely with the Branch Manager, the Assistant Manager gains hands-on exposure to branch operations while driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The Assistant Manager is accountable for keeping accounts current while consistently generating new business, and is expected to build the leadership, sales, and operational skills needed to advance into a Branch Manager role. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement into leadership.

Requirements

  • High school diploma or equivalent
  • Valid driver’s license, reliable transportation, and current insurance
  • Must be able to independently perform all required bank runs, including transporting 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 with accurate and consistent data entry
  • A genuine interest in pursuing a branch management career path

Nice To Haves

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

Responsibilities

  • Drive and close loan sales by taking applications, explaining terms, and asking for the business
  • Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment
  • Manage delinquent accounts by securing payments and setting payment arrangements
  • Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
  • Prepare individual tax returns, gather and review required documentation, and assist customers with 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, tax-related documentation, and document all 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 day-to-day operations and decision-making to build a working knowledge of branch leadership
  • Take on stretch opportunities, such as mentoring newer team members or supporting branch goal-setting, as you demonstrate readiness for greater responsibility

Benefits

  • Major medical
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Long-term disability
  • Free mental health support
  • 401(k) with company match
  • Paid holidays
  • Vacation time
  • Paid volunteer time
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service