Assistant Branch Manager - Finance & Customer Success

Courtesy Finance

Town of Canton (NY)

On-site

USD 42,000 - 64,000

Full time

14 days+
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Benefits offered by this job

Health, vision, dental, disability, &
Life insurance
401K
Paid time off
Overtime pay
Incentive & bonus programs

Job summary

Courtesy Finance is seeking an Assistant Branch Manager to provide affordable financing access with fast, friendly service in the local community. This role builds relationships, processes loan applications, and delivers solutions while supporting branch success.

The ideal candidate has at least 1 year of customer service experience, basic math skills, and a high school diploma or equivalent; college coursework is a plus. Knowledge of Word/Excel/Outlook and reliability are essential.

Qualifications

  • Willingness to work hard, take direction, provide excellent customer service, be compliant with all rules & regulations, and act with integrity.
  • Goal oriented.
  • Reliable attendance.
  • Attention to detail.
  • Basic math skills and comfort with numbers.
  • High School degree or equivalent; college coursework or degree a plus.
  • At least 1 year of customer service experience.
  • At least 1 year of experience in installment lending, consumer debt collections, retail or sales.
  • Computer skills including Word, Excel, and Outlook; ability to learn new software.

Responsibilities

  • Building relationships with customers, local business and others in the local community.
  • Completing loan applications and explaining loan contracts/terms.
  • Delivering excellent customer service and helping customers find solutions to their problems.
  • Working with customers to collect past due balances.

Skills

Customer service
Attention to detail
Basic math
Reliability
Sales experience

Education

High School diploma or equivalent
College coursework or degree a plus

Tools

Excel
Word
Outlook

Job description

Courtesy Finance is seeking an Assistant Branch Manager to provide affordable financing access with fast, friendly service in the local community. This role builds relationships, processes loan applications, and delivers solutions while supporting branch success.

The ideal candidate has at least 1 year of customer service experience, basic math skills, and a high school diploma or equivalent; college coursework is a plus. Knowledge of Word/Excel/Outlook and reliability are essential.

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