Finance Assistant Jobs

About The Position

Requirements

• Bachelor's degree; preferred majors include Business, Finance, Sales, or a related field.
• Professional demeanor and positive attitude.
• Strong communication and customer relations skills.
• Ability to work independently and as a team member in a fast-paced environment and successfully navigate priorities.
• Proficiency with Windows and Microsoft Office Suite.
• Valid driver's license, reliable transportation, auto insurance, and a satisfactory driving record.
• Must meet acceptable standards for criminal background history and credit history and pass a pre-employment drug screen.
• Must be eligible for insurance licensing to sell voluntary insurance products; eligibility is based on a criminal background check conducted by the state's department of insurance.
• Willingness and ability to relocate for promotion to Branch Manager.

Nice To Haves

• At least 1 year of customer-facing sales experience, such as retail sales or goal-oriented, incentive-based sales; preferred but not required.

Responsibilities

• Participate in an 18–24 month paid, on-the-job training program in branch operations and management.
• Contact current and potential customers to originate new loan business and understand their needs.
• Recommend consumer loan and voluntary product solutions to customers.
• Educate customers about consumer lending services, including improving credit and consolidating debt.
• Guide customers through the loan application process and make payment reminder calls when needed.
• Evaluate loan applications, perform risk analysis, make credit decisions, administer loan closings, and process insurance claims.
• Assist the Branch Manager with recruiting and training.
• Help develop and implement plans to meet sales goals while promoting company core values and ensuring an outstanding customer experience.
• Relocate when promoted to Branch Manager, as typically required.

Benefits

• Health insurance with employer contribution
• Dental insurance with employer contribution
• Vision insurance with employer contribution
• 15 days of paid time off to start, plus one additional personal day
• Paid holidays
• 401(k) plan with employer match after one year
• Uncapped monthly incentive bonus; average bonus is $8,000 annually
• Company-provided life insurance
• Long-term disability coverage
• Short-term disability coverage
• Employee Assistance Program with confidential mental health support
• Relocation assistance, including a full relocation package for Branch Manager promotions involving moves over 50 miles
• Access to LinkedIn Learning's library of more than 10,000 professional development courses
• Employee of the Month Program
• Philanthropic support for multiple charities, including an annual drive for St. Jude Children's Research Hospital
• Professional offices with a friendly team environment
• Internal promotion opportunities