Manager In Training
About The Position
This customer-facing, performance-driven role works directly with customers to understand their needs and guide them through financial solutions. The position handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including through financial conversations. It suits someone comfortable asking direct questions, handling hesitation or rejection, making outbound calls, and remaining engaged in conversations that may feel uncomfortable. The role offers structured training, ongoing coaching, and fast-track advancement opportunities in a team environment. Successful team members stay positive when customers hesitate or decline, ask follow-up questions, build confidence through practice, apply feedback quickly, and perform consistently in a structured, goal-driven environment. The position involves a 40-hour work week, including Saturdays; Sundays are off. Branch hours are Monday through Friday, 10 a.m. to 6 p.m., and Saturday, 9 a.m. to 1 p.m.
Requirements
- High school diploma or equivalent.
- Must be 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 is a plus.
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 to help customers make decisions.
- Address customer hesitation and rejection while staying engaged in conversations.
- Apply feedback and coaching 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.
- Competitive compensation with bonus potential.
- Structured training and ongoing coaching.
- Fast-track advancement opportunities.
- Team environment focused on employee success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
