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Purpose Financial · 6 hours ago

Bilingual Branch Manager in Training

San Angelo, TX

Full-time

Onsite

Entry Level

1+ years exp

Purpose Financial is a nationally recognized financial services company that has been helping hardworking individuals with personalized financial solutions since 1997. They are seeking a Bilingual Branch Manager in Training who will be responsible for meeting individual and branch sales goals while ensuring exceptional customer service and compliance with regulations. This role is intended to develop into a Branch Sales Manager position, requiring strong sales and marketing skills.

CommunitiesFinancial ServicesProfessional Services

Responsibilities

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

Complete other duties as assigned

Work closely with and support others in a positive, team environment to enhance the customer experience

Qualification

Sales experienceCustomer serviceBilingual SpanishMarketing skillsCompliance knowledgeCoachingLeadershipAdaptabilityCommunication skillsRelationship building

Required

High School Diploma or equivalent required

Sales and/or customer service experience required, or equivalent experience

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

Must have a valid driver's license and access to insured, reliable transportation

Must be 18 (except in AL where the age requirement is 19)

Eligible to work in the USA

Able to successfully complete all post offer screens, including a criminal background check, MVR, credit check if required by state law, and reference check

Regular and punctual attendance is required