Branch Manager in Training

Purpose Financial•Metairie, LA

1d•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 to Branch Sales Manager. The position supports individual and branch sales goals, customer expectations, performance metrics, and day-to-day branch operations while complying with company policies and applicable federal and state regulations. It requires attention to detail, excellent customer service, and a focus on sales and customer acquisition. The BMIT helps service a consumer loan portfolio, presents financial solutions based on customer needs, supports customer relationships throughout the loan process and life cycle, and explains loan terms and conditions. The position also supports marketing and collection efforts, branch financial performance, cash controls, security procedures, accurate transaction processing, and customer documentation. The role works 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 interact professionally, demonstrate appropriate social skills, and develop and maintain business relationships.
Ability to negotiate payment terms and effectively communicate loan requirements.
Ability to understand and ensure compliance with applicable policies, procedures, and laws.
Ability to use computer programs required to process customer transactions.
Ability to maintain composure and follow procedures in stressful situations.
Valid driver’s license and access to insured, reliable transportation.
Ability to travel within the division and to work at any center within the division as required.
Must be at least 18 years old, except the minimum age is 19 in Alabama.
Must be eligible to work in the USA and successfully complete applicable post-offer screenings, 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.

Nice To Haves

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

Responsibilities

Assist in meeting branch performance metrics and individual and branch sales goals.
Use sales tools and marketing techniques inside and outside the branch to attract customers to storefront and online channels.
Service the consumer loan portfolio and present financial solutions aligned with customer needs.
Develop new customer relationships and maintain existing relationships throughout the loan process and loan life cycle.
Educate customers about loan terms and conditions and build trust with customers and internal staff.
Conduct community marketing to generate sales and customer growth, and track marketing efforts as required.
Assist in 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 ensure security procedures meet company and Loss Prevention standards.
Accurately enter customer and transaction information into the point-of-sale system and maintain customer files and required documentation.
Perform and document collection calls, field visits, and other approved collection activities.
Support day-to-day branch operations and communicate with customers and employees.
Work positively with the team to enhance the customer experience.
Travel within the division for marketing, collections, staffing, special events, banking, and other assigned tasks.
Complete other duties as assigned.