Branch Manager – Training
Purpose Financial
full-time
Posted on:
Location Type: Office
Location: Winfield • Kansas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Actively assist in meeting the Branch’s performance metrics as defined by management.
- Utilize sales tools to provide an exceptional customer experience and to use sales and marketing techniques inside and outside of the branch to ensure the branch is the customer acquisition engine that drives new customer growth into storefront and online channels.
- Be responsible for day-to-day servicing of an ever-growing consumer loan portfolio.
- Present financial solutions, based on customer needs that meet their goals.
- Develop new relationships and maintain existing relationships while working with customers throughout the loan process and loan life cycle.
- Educate customers on the terms and conditions of their loans to ensure a clear understanding of the products they have selected.
- Effectively build trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, core values and our company’s purpose.
- Deploy marketing efforts in the community to generate sales and customer growth, and track marketing efforts as required.
- Assist in managing the P&L to meet all budgeted numbers and in meeting management’s expectations related to Branch performance.
- Adhere to the Company’s policies, procedures, Core Values, and to all applicable state and federal regulations.
- Maintain accurate cash controls and ensure that security procedures are in line with Company and Loss Prevention (LP) Standards.
- Enter customer and transaction information accurately into the point of sales system and create and maintain accurate customer files with all required documentation.
- Perform and document collection calls, field visits, and any other approved collection activities.
- Work closely with and support others in a positive, team environment to enhance the customer experience.
Requirements
- High School Diploma or equivalent required; some college preferred.
- Sales and/or customer service experience required, or equivalent experience.
- One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.
- Strong math skills, including the ability to count cash.
- Professional verbal communication by phone and in person.
- Ability to read, write, evaluate, and apply complex and detailed information.
- Ability to interact professionally and exhibit appropriate social skills.
- Ability to negotiate payment terms and effectively communicate loan requirements.
- Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees.
- Ability to use computer programs required to process customer transactions.
- Ability to maintain composure in stressful situations.
- Ability to follow procedures in the normal course of business and in stressful situations.
- Ability to develop and maintain business relationships.
Benefits
- Competitive Wages
- Health/Life Benefits
- Health Savings Account plus Employer Seed
- 401(k) Savings Plan with Company Match
- Paid Parental Leave
- Company Paid Holidays
- Paid Time Off including Volunteer Time
- Tuition Reimbursement
- Business Casual Environment
- Rewards & Recognition Program
- Employee Assistance Program
- Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales techniquescustomer servicefinancial solutionsloan servicingcash handlingcollection activitiesP&L managementmarketing effortsdata entrycompliance
Soft skills
communicationrelationship buildingtrust buildingnegotiationproblem-solvingteamworkstress managementprofessionalismadaptabilitycustomer experience enhancement
Certifications
High School Diplomasome college preferred