Assistant Branch Manager — Lead, Grow & Impact in Finance

Regional Finance; Bartlesville (OK); On-site; USD 40,000 - 73,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision Insurance

401(k) with matching

PTO 17 days + holidays

G.O.A.L. Training Program

CARE Fund

Job summary

Regional Finance is seeking an Assistant Manager to drive loan sales and deliver personal customer service in an on-site role. You will engage customers by phone and in person, guide them through loan options, and support team growth through coaching and training.

The role emphasizes adherence to credit policies, clear communication of terms, and proactive management of delinquent accounts, with a schedule Monday–Friday, on-site at branches.

Qualifications

• Minimum 3+ years in a performance-driven sales environment.
• Ability to handle cash payments and operate in a customer-facing role.
• Valid driver’s license and reliable transportation.

Responsibilities

• Exceed loan sales targets through proactive customer outreach and follow-up.
• Build relationships by guiding customers through the loan lifecycle with tailored solutions.
• Assist in training and coaching new team members to foster growth.
• Apply credit underwriting techniques to drive informed lending decisions.
• Manage early-stage delinquent accounts via calls, texts, and emails with payment plans.
• Ensure compliance and operational excellence in lending activities.
• Explain loan terms and optional products clearly to customers.
• Multitask and adapt to dynamic workload demands.

Skills

Sales targets

Customer outreach

Coaching/training

Credit underwriting

Bilingual in Spanish/English

Education

High School Diploma or equivalent

Associates or Bachelors degree

Job description

Regional Finance is seeking an Assistant Manager to drive loan sales and deliver personal customer service in an on-site role. You will engage customers by phone and in person, guide them through loan options, and support team growth through coaching and training.

The role emphasizes adherence to credit policies, clear communication of terms, and proactive management of delinquent accounts, with a schedule Monday–Friday, on-site at branches.