Branch Manager Trainee

About This Role

This role will complete a comprehensive training program to learn all aspects of branch operations, support sales and collections, and manage daily branch operations alongside the Branch Manager.

Responsibilities

• 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 that meet customer needs
• Take initiative in learning the lending and collection job functions and duties of all branch personnel during the Branch Manager Training Program
• Assist management in proactive daily task assignment to ensure quality customer service level
• Manage approval of exceptions to policy as authorized by management based on the nature of exception, retention needs, and related factors
• Proactively retain and maintain 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

Requirements

• 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
• Entry level for recent college graduates, or 4+ years related experience in Consumer Lending and/or Financial Services

Nice to Have

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

Benefits