Branch Manager in Training

Purpose Financial • Portage, MI

2d • Onsite

About The Position

The Branch Manager in Training (BMIT) is a performance-based, hands-on, customer-focused developmental role intended to lead to promotion into a Branch Sales Manager position. The role supports individual and branch sales goals, customer expectations, and management-defined performance metrics while complying with applicable regulations and company policies and procedures. It calls for attention to detail, strong customer service, and a focus on sales and customer acquisition.

The BMIT helps deliver personalized financial solutions, service a consumer loan portfolio, and build and maintain customer relationships throughout the loan process and loan life cycle. The role also supports community marketing, collections, branch operations, compliance, cash controls, and accurate transaction and customer records. Day-to-day branch operations and communication with customers and employees are carried out under the direct supervision of the Branch Sales Manager and Divisional Director of Operations.

Requirements

• High school diploma or equivalent.
• Sales and/or customer service experience, or equivalent experience.
• Strong math skills, including the ability to count cash.
• Professional verbal communication skills in person and by phone.
• Ability to read, write, evaluate, and apply complex and detailed information.
• Ability to work alone and interact professionally with appropriate social skills.
• Ability to negotiate payment terms and communicate loan requirements effectively.
• Ability to understand and ensure compliance with industry and company policies, procedures, and laws.
• Ability to use computer programs required to process customer transactions.
• Ability to maintain composure and follow procedures in stressful situations.
• Ability to develop and maintain business relationships.
• Valid driver’s license and access to insured, reliable transportation.
• Ability to travel within the division and to be physically present at any center in the division as needed.
• Must be at least 18 years old, or 19 in Alabama, and eligible to work in the United States.
• Must successfully complete post-offer screens, including a criminal background check, MVR, credit check if required by state law, and reference check.
• Regular and punctual attendance is required; schedules may change to accommodate business needs.
• Overtime may be required.

Nice To Haves

• Some college.
• One year of experience in one or more of the following areas: sales, retail, banking, or collections.
• Bilingual Spanish.

Responsibilities

• Help meet branch performance metrics and individual and branch sales goals.
• Use sales tools and marketing techniques inside and outside the branch to deliver an exceptional customer experience and attract new customers to storefront and online channels.
• Service the consumer loan portfolio and present financial solutions based on customer needs.
• Develop new customer relationships and maintain existing ones throughout the loan process and loan life cycle.
• Explain loan terms and conditions so customers understand their selected products.
• Build trust with customers and staff while demonstrating the organization’s philosophy, core values, and purpose.
• Conduct community marketing to generate sales and customer growth, and track marketing efforts as required.
• Assist with managing branch profit and loss to meet budgeted targets and management expectations.
• Follow company policies, procedures, core values, and applicable state and federal regulations.
• Maintain accurate cash controls and follow company and Loss Prevention security standards.
• Enter customer and transaction information accurately in the point-of-sale system and maintain complete customer files and documentation.
• Perform and document collection calls, field visits, and other approved collection activities.
• Support colleagues in a positive team environment and contribute to the customer experience.
• Handle day-to-day branch operations and communicate with customers and employees under the direct supervision of the Branch Sales Manager and Divisional Director of Operations.
• Travel within the division for marketing, collections, staffing coverage, special events, and banking responsibilities.
• Complete other duties as assigned.

Benefits

• Competitive wages.
• Health and life benefits.
• 401(k) savings plan with company match.
• Paid parental leave.
• Company-paid holidays.
• Paid time off, including volunteer time.
• Tuition reimbursement.
• Business casual environment.
• Rewards and recognition program.
• Employee assistance program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED