Branch Operations Lead: Loans & Customer Experience (Dallas)

Fidelity Finance Inc; Dallas (TX); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Training & development

Job summary

Power Finance Texas is seeking an Assistant Branch Manager to support branch performance, ensure regulatory compliance, and deliver a superior customer experience. You will partner with the Branch Manager to drive results and lead day-to-day operations in a structured financial services environment.

Key responsibilities include supervising staff, coaching and development, evaluating loan applications per guidelines, resolving escalated customer concerns, and maintaining cash handling controls,

Qualifications

• High school diploma or equivalent required.
• At least 2 years in financial services, retail banking, or related field.
• At least 1 year of supervisory or leadership experience.
• Proven ability to perform in a goal-oriented, performance-driven environment.
• Strong analytical, organizational, and problem-solving capabilities.
• Excellent interpersonal, written, and verbal communication skills.

Responsibilities

• Support daily branch operations to ensure accuracy, efficiency, and compliance with internal policies and regulatory requirements.
• Assist in achieving branch performance goals, including loan origination, revenue targets, and customer satisfaction metrics.
• Supervise, coach, and develop team members to drive engagement and productivity.
• Evaluate and approve loan applications in accordance with company guidelines and risk standards.
• Resolve escalated customer concerns with professionalism and sound judgment.
• Maintain oversight of cash handling procedures, audits, and reporting to ensure financial integrity.
• Partner with leadership to implement operational improvements and best practices.

Skills

Analytical thinking

Organizational skills

Problem solving

Communication skills

Leadership

Bilingual (English/Spanish)

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Job description

Power Finance Texas is seeking an Assistant Branch Manager to support branch performance, ensure regulatory compliance, and deliver a superior customer experience. You will partner with the Branch Manager to drive results and lead day-to-day operations in a structured financial services environment.

Key responsibilities include supervising staff, coaching and development, evaluating loan applications per guidelines, resolving escalated customer concerns, and maintaining cash handling controls,