Bilingual Branch Manager in Training

Purpose Financial•Milwaukee, WI

26d•Onsite

About The Position

The Branch Manager in Training (BMIT) is a performance-based, hands-on, customer-focused developmental position intended to lead to promotion to Branch Sales Manager. The role supports individual and branch sales goals, customer expectations, and branch performance metrics while complying with applicable laws, regulations, and company policies. It involves customer service, sales, marketing, customer acquisition, servicing a consumer loan portfolio, operations, compliance, collections, and supporting day-to-day branch operations. The position works under the direct supervision of the Branch Sales Manager and Divisional Director of Operations (DDO). The posting notes that bilingual Spanish is a plus.

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 and complete the role’s physical requirements at any center within the division.
Must be at least 18 years old, except 19 in Alabama; eligible to work in the United States; and able to successfully complete required post-offer screens, including criminal background, MVR, and reference checks, and a credit check if required by state law.
Regular and punctual attendance is required; schedules may change to accommodate business needs.

Nice To Haves

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

Responsibilities

Support branch performance metrics and individual and branch sales goals.
Use sales tools and sales and marketing techniques inside and outside the branch to improve customer experience and acquire new customers through storefront and online channels.
Service the consumer loan portfolio and present financial solutions suited to customer needs.
Develop new customer relationships and maintain existing ones throughout the loan process and loan life cycle.
Explain loan terms and conditions to customers and help ensure they understand their selected products.
Build trust with customers and staff while demonstrating the organization’s philosophy, core values, and purpose.
Conduct and track community marketing efforts to generate sales and customer growth.
Assist in managing branch profit and loss (P&L) and meeting budget and performance 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 with required documentation.
Perform and document collection calls, field visits, and other approved collection activities.
Support colleagues in a positive team environment to enhance the customer experience.
Handle day-to-day branch operations and communication with customers and employees under the supervision of the Branch Sales Manager and DDO.
Travel within the division for marketing, collections, staffing, special events, and banking responsibilities; provide staffing coverage as needed.
Complete other duties as assigned.