Bilingual Branch Sales Manager

Purpose Financial•San Diego, CA
•Onsite

About The Position

The Branch Sales Manager (BSM) is responsible for the effective operation and continued growth of an assigned branch, with direction from the DDO. This performance-based role is measured by branch results and focuses on improving performance, productivity, and profitability. The BSM trains team members in company procedures, policies, products, and programs, and promotes employee engagement, teamwork, and job satisfaction through coaching and development. Spanish bilingual ability is noted as a plus. The BSM oversees branch operations, financial goals, sales, marketing, customer experience, compliance, and team development. The role involves building relationships with customers, supporting branch growth, and ensuring adherence to company standards and applicable laws. Travel within the division is required for business responsibilities, and a valid driver’s license and access to insured, reliable transportation are required.

Requirements

  • High school diploma or equivalent required; some college preferred.
  • Two years of prior management experience preferred; equivalent operational and/or leadership experience may be considered in lieu of requirements.
  • Two years of leadership experience, including sales leadership.
  • Working knowledge of profit and loss (P&L), sales, collections, and cost-control measures.
  • Management experience with successful results resolving customer and operational issues and managing P&L.
  • Ability to coach and develop others.
  • Ability to understand and ensure compliance with policies, procedures, and laws governing the industry, business, and products.
  • Ability to develop and maintain business relationships at all levels of the organization, internally and externally.
  • Strong working knowledge of Microsoft Word and Excel.
  • Valid driver’s license and access to insured, reliable transportation; ability to travel within the division.
  • Must be at least 18 years old, except the minimum age is 19 in Alabama; must be eligible to work in the USA.
  • Must successfully complete post-offer screens, including a criminal background check, motor vehicle record check, credit check if required by state law, and reference check.
  • Regular and punctual attendance is required; schedules may change to meet business needs, and overtime may be required.
  • Physical requirements include prolonged standing or sitting; walking, including extended distances; bending, squatting, kneeling, pushing, pulling, reaching, and twisting; frequent lifting under 10 pounds and occasional lifting up to 20 pounds; driving; typing; travel; housekeeping and cleaning, including exposure to cleaning chemicals; and ordinary exposure to outdoor elements.

Nice To Haves

  • Bilingual Spanish ability.
  • Some college education.
  • Two years of prior management experience.

Responsibilities

  • Communicate the company’s vision, strategies, division goals, and objectives to branch team members.
  • Manage branch financial goals and use analytics to identify opportunities to improve the branch’s financial position and profitability.
  • Review branch operations to identify opportunities to improve profit margins.
  • Train and guide team members in operations and sales leadership, in conjunction with the Division Director.
  • Ensure team members are trained on banking, collections, audits, company policies, procedures, and standards.
  • Ensure compliance with federal, state, and local laws and help branch teams identify and mitigate compliance concerns with Operational Quality Specialists.
  • Delegate tasks and responsibilities to appropriate team members.
  • Maintain branch appearance standards and maintenance requirements.
  • Conduct and train others in competitive market analysis and develop strategies to increase market share and active customer accounts.
  • Coordinate ongoing branch marketing campaigns with the DDO, Field Marketing Manager, and Corporate Marketing.
  • Recognize, train, coach, evaluate, and develop branch team members, and support recruiting and team growth.
  • Lead sales, team development, branch profitability, and growth; collaborate with the Division Director to build a strong, future-facing branch.
  • Build relationships with current and prospective customers in person, in the market, and over the phone.
  • Monitor and measure customer satisfaction and lead case management for delinquent accounts.
  • Work with the DDO to ensure compliance with applicable laws, company best practices, and policies; collaborate with Operational Quality Specialists to identify potential compliance risks.
  • Train branch employees in operations, marketing, customer experience, company procedures, policies, practices, and computer systems.
  • Teach and validate understanding of Customer Choice - One Company/One Customer and the omnichannel experience.
  • Assist the DDO with implementing new or changed procedures, policies, products, and programs.
  • Lead by example in a hands-on and approachable manner and develop branch capabilities to meet branch, division, and company objectives.
  • Travel within the division for marketing, collections, staffing, special events, and banking responsibilities.
  • Maintain regular and punctual attendance; schedules may change to accommodate business needs, and overtime may be required.

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
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