Assistant Branch Manager

About the Role

This is an entry-level financial services position with a clear path to management.

Key Responsibilities

• Actively seek opportunities to originate new loan business by contacting current and potential customers.
• Listen to understand customer needs to recommend the best consumer loan and voluntary product solutions.
• Educate customers on consumer lending services, including how to improve credit and consolidate debt.
• Assist customers through the loan application process.
• Make payment reminder calls.
• Evaluate loan applications.
• Perform risk analysis.
• Make credit decisions.
• Administer loan closings.
• Process insurance claims.
• Assist the Branch Manager with recruiting and training.
• Develop and implement plans to meet sales goals.
• Promote core values and ensure an outstanding customer experience.

Training & Development

• Participate in an 18-24 month on-the-job paid training program covering branch operations and management.
• Potential for promotion to Branch Manager, which typically requires relocation.
• A full relocation package is provided for moves over 50 miles.

Requirements & Tech Stack

• Proficiency with Windows and Microsoft Office Suite.
• Ability to meet eligibility requirements for insurance licensing.

Qualifications

• Bachelor's degree is required. Ideal majors include Business, Finance, Sales or related field.
• 1 year or more of customer-facing sales experience (e.g., retail sales, goal-oriented, incentive-based) is preferred but not required.
• Professional demeanor, positive attitude, strong communication and customer relations skills.
• Ability to work well independently and as a team member in a fast-paced environment.
• Ability to successfully navigate priorities.
• Valid driver's license, reliable transportation, and auto insurance, and a satisfactory driving record.
• Must meet acceptable standards for criminal background history and credit history.
• Must pass a pre-employment drug screen.
• Willingness and ability to relocate for promotion into a Branch Manager role.

Compensation & Benefits

• Competitive salary of $45,000 per year (paid hourly).
• Uncapped monthly bonus (averages $8,000 annually).
• Health, Dental, & Vision Insurance with employer contribution.
• 15 days of Paid Time Off (PTO) to start + 1 additional personal day.
• 401(k) plan with company match after one year.
• Company-provided Life Insurance & Long-Term Disability.
• Employee Assistance Program.
• Access to LinkedIn Learning's library of 10,000+ professional development courses.
• Employee of the Month Program.
• Philanthropic support for multiple charities.
• Professional offices with a friendly team environment.
• Monthly incentive bonus pay.
• Internal promotions.
• Relocation assistance (full package for moves over 50 miles).