Branch Manager Trainee

About This Role

Successfully complete a comprehensive Branch Manager Training Program, leading to managing daily branch operations. Support sales and collections efforts through compassionate customer service while achieving individual and branch goals.

Responsibilities

• Successfully complete a comprehensive Branch Manager Training Program according to a specific schedule
• Learn all aspects of Branch Operations during the training period and collaborate with the Branch Manager in managing daily operations
• Support sales and collections efforts of the branch through respectful, compassionate, and efficient customer service
• Provide quality service to existing and prospective customers seeking loans
• Achieve consistent results and meet expected individual and branch goals related to the sale of company products and services
• Exercise lending authority when reviewing and approving applications and use product knowledge in offering loan solutions
• Take initiative in learning the lending and collection job functions and duties of all branch personnel
• Assist management in proactive daily task assignment to ensure branch is structured for quality customer service
• Manage approval of exceptions to policy as authorized by management based on the nature of exception and retention needs
• Use problem-solving skills to resolve product, service, and policy-related obstacles for customers
• Act proactively in the retention and maintenance of existing accounts by placing inside sales calls to develop awareness of other products and services
• Assist Branch Manager in the management of multiple priorities with existing and potential customers
• Initiate contact with customers to acquire additional financial information, complete reports, and communicate/resolve problem situations
• Exercise authority to ensure policies and procedures are met when monitoring/approving monthly expenses using annual business plan
• Assist manager in review of branch income statement and implementing action plans based on analysis

Requirements

• Bachelor's degree or 4 years related experience in Consumer Lending/Financial Services
• Willingness to relocate
• Availability to travel to surrounding branches when needed
• Reliable transportation
• Effective communication (written & oral) and personal computer skills
• Ability to complete essential duties/functions in a timely, accurate manner
• Demonstrated problem-solving skills and interpersonal skills in demanding situations
• Must obtain applicable, required licenses to sell insurance products

Qualifications

• Bachelor’s degree or four (4) years of related experience in Consumer Lending and/or Financial Services industry
• Recent college graduate, or 4+ years of consumer lending/financial services experience may substitute for a degree

Nice to Have

• Customer service experience
• Internship or work experience in the Consumer Lending or Financial Services industry
• Bilingual fluency in Spanish/English

Benefits