Assistant Branch Manager

World Finance

. Drive and close loan sales by taking applications, explaining terms, and asking for the business .

Posted 11/10/2026full-timeMarietta • Georgia • United StatesMid-LevelSenior💰 $19 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan sales, customer service, and tax preparation while maintaining compliance with regulatory requirements. Proven ability to manage accounts, drive sales, and mentor team members for branch management advancement.

Highest-signal resume keywords

Loan SalesCustomer ServiceTax PreparationAccount ManagementSales Goals Achievement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ApplicationsTax Returns PreparationPayment ProcessingData EntryCollections Management

Soft Skills

Communication SkillsProblem-Solving SkillsOrganizational Skills

Certifications & Qualifications

Insurance Licensing

Industry Keywords

BankingCollectionsCustomer-Facing RolesRetailHospitality

About the role

Key responsibilities & impact

Drive and close loan sales by taking applications, explaining terms, and asking for the business
Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation
Manage delinquent accounts by securing payments and setting payment arrangements
Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
Prepare individual tax returns and assist customers with tax-related questions in compliance with company policies and regulations
Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
Process payments, account updates, tax-related documentation, and document activity in company systems
Maintain accurate and compliant records, including timely credit denial letters and required tax documentation
Handle and balance cash and complete bank runs to deliver deposits
Follow company policies, procedures, and regulatory requirements
Complete required training and meet performance expectations for sales, collections, tax preparation, and account management
Shadow the Branch Manager on day-to-day operations and decision-making
Mentor newer team members or support branch goal-setting as readiness develops
Work with the Branch Manager to build leadership, sales, and operational skills for advancement into branch management

Requirements

What you’ll need

High school diploma or equivalent
Valid driver’s license
Reliable transportation and current insurance
Ability to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
Ability to obtain required insurance licensing
Experience in sales, customer service, collections, or account management with measurable results
Proven ability to handle high-volume calls and difficult customer conversations
Track record of meeting or exceeding goals in a fast-paced environment
Strong communication, problem-solving, and organizational skills
Basic computer skills with accurate and consistent data entry
Genuine interest in pursuing a branch management career path
Preferred experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles
Regular in-person attendance during scheduled work hours
Ability to perform computer work, handle documents, and communicate information effectively
Ability to occasionally lift, push, or pull office materials generally up to 30 pounds
Ability to perform occasional local travel to offsite locations and banks

Benefits

Comp & perks

Performance-based bonus opportunities
Major medical insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability insurance
Free mental health support
401(k) with company match
Paid holidays
Vacation time
Paid volunteer time
Predictable schedules with a focus on time outside of work
Opportunities for advancement into leadership