Branch Manager – In Training
Purpose Financial
full-time
Posted on:
Location Type: Office
Location: Jackson • Tennessee • United States
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Job Level
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.
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales techniquescustomer serviceloan servicingfinancial solutionscash handlingcollection activitiesP&L managementmarketing effortsdocumentationcompliance
Soft skills
communicationrelationship buildingtrust buildingteamworknegotiationproblem-solvingstress managementprofessionalisminterpersonal skillsadaptability
Certifications
High School Diplomasome college preferred