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Purpose Financial · 1 day ago

Branch Sales Manager

Brownsburg, IN

Full-time

Onsite

Mid, Senior Level

2+ years exp

Purpose Financial is a nationally recognized financial services company that has been providing personalized financial solutions since 1997. The Branch Sales Manager (BSM) is responsible for the effective operation and growth of the branch, focusing on training team members, managing financial goals, and ensuring compliance with laws and policies.

CommunitiesFinancial ServicesProfessional Services

No H1B

Responsibilities

The BSM is responsible to successfully perform the below job responsibilities within their branch

Operations: Communicate the Company’s vision and strategies to all team members. Establish and communicate division goals and objectives

Manage financial goals. Use analytics to assess ways to improve financial position. Review operational standing of assigned branch to identify areas of opportunity for increased profit margin

Provide training and guidance in all aspects of operations and sales leadership in conjunction with Division Director. Ensure the training of procedures outlining banking, collections, audits, and other company policies and standards are being met. Ensure compliance with federal, state, and local law, as well as guide assigned branch teams in conjunction with Operational Quality Specialists on identifying and mitigating compliance concerns

Delegates tasks and responsibilities to appropriate team members

Maintain the Advance America appearance standards and maintenance requirements for the branch

Marketing: Conduct and train competitive market analysis and develop strategies to increase total market share and active customer accounts. Work with DDO, Field Marketing Manager, and Corporate Marketing to maintain on-going marketing campaigns for the branch

Leadership: Recognize, train, and develop skills and abilities of the branch team members in order to achieve objectives and provide effective leadership. Responsible for growth and development as well as recruiting, coaching, evaluating branch team

Provide Leadership on sales, coaching and development of team and overall profitability and growth

Collaborate with Division Director to help build a healthy, strong, future-facing branch

Relationship Building /Customer Experience: Build strong relationships with current and prospective customers, in person, in the market and over the phone. Monitor and measure customer satisfaction. Take the lead on case management for delinquent accounts

Compliance: Work with DDO to ensure that all federal, state, and local laws are followed including company best practices and policies. Collaborate with Operational Quality Specialists to observe and detect potential risks for non-compliance

Training: Provide training and guidance in all aspects of operations, marketing and customer experience

Teach and validate understanding of Customer Choice - One Company/One Customer and the overall Omni channel experience

Instruct the branch on company procedures, policies, practices, and computer systems

Assist the DDO with implementation of new or changed procedures, policies, products, or programs

Lead by example in a hands-on and approachable manner

Recognize and develop skills/abilities of assigned branch in order to meet branch, division, and Company objectives

Qualification

Sales LeadershipP&L ManagementCoaching & DevelopmentCustomer Relationship ManagementMicrosoft WordMicrosoft ExcelMarket AnalysisResults AccountabilityBilingual SpanishAdaptabilityGrowth Mindset

Required

High School Diploma or equivalent required; some college preferred

Two years of prior management experience preferred

Applicants must also have a working knowledge of P&L, sales, collections, and cost controlling measures

Management experience with exemplary results solving customer and operational issues, as well as successful P&L management

2 years of leadership experience, including sales leadership

Ability to coach and develop others

Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products

Ability to develop and maintain business relationships at all levels of the organization, both internally and externally

Strong working knowledge of Microsoft Word and Excel is required

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, and 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