Manager In Training
About The Position
This is a customer-facing, performance-driven role focused on understanding customers’ needs and guiding them through financial solutions. The position handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including conversations about money. It requires comfort with direct questions, customer hesitation or rejection, outbound calls, and conversations that may feel uncomfortable. The company provides structured training and ongoing coaching, with opportunities for advancement. Successful team members remain positive and engaged, apply feedback promptly, build confidence through practice, and perform consistently in a structured, goal-driven environment. The schedule is 40 hours per week, including Saturdays. Branch hours are Monday through Friday, 10 a.m. to 6 p.m., and Saturday, 9 a.m. to 1 p.m.; Sundays are off.
Requirements
- High school diploma or equivalent.
- Able to work 40 hours per week, including Saturdays.
- Satisfactory completion of pre-employment screenings.
- Reliable personal transportation and a valid driver’s license.
Nice To Haves
- Customer service, sales, or collections experience.
- Comfort speaking with customers over the phone and in person.
- Strong communication skills.
- Ability to learn quickly and adapt.
- Fluency in English and Spanish.
Responsibilities
- Work directly with customers to understand their needs and guide them through financial solutions.
- Handle inbound and outbound customer conversations, including making outbound calls.
- Ask direct and follow-up questions and help customers make decisions, including financial decisions.
- Respond to customer hesitation or rejection and remain engaged in conversations.
- Apply coaching and feedback to improve performance.
- Perform consistently in a structured, goal-driven environment.
Benefits
- Majority company-paid health, dental, and vision insurance.
- 401(k) program.
- Company-paid life and disability insurance.
- Two weeks of paid vacation.
- Six paid holidays.
- Two PTO days and five sick days.
- Monthly bonus potential.
- Fast-track advancement opportunities.
- Structured training and ongoing coaching.
- Team environment focused on employee success.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
