Client Relations Specialist
2 weeks ago
Position Overview:
The role of the Customer Service Representative (Branch Manager Trainee) is designed to cultivate future leaders within our organization. This program is essential for filling managerial positions that arise due to growth and turnover.
Key Responsibilities:
The training program is divided into two significant phases:
Phase I:
- Acquire foundational knowledge of the consumer finance sector, encompassing all aspects of branch operations.
- Develop competencies in consumer finance fundamentals, credit products, account servicing, and client relations.
- Contribute actively to branch team goals by generating loans and managing a portion of the consumer loan portfolio.
- Build relationships with local merchants to establish financing programs.
Upon successful completion of Phase I, candidates may progress to Phase II, contingent upon meeting all self-study and production requirements.
Phase II:
- Oversee various aspects of branch operations on a monthly basis for nine consecutive months.
- Create and implement business plans for assigned activities.
- Conduct independent assignments across multiple branches.
- Lead and mentor branch associates in their daily tasks.
- Participate in leadership training and development sessions.
Basic Qualifications:
- High School Diploma or equivalent.
- Willingness to relocate and travel as necessary.
- Strong communication skills, both written and verbal.
- Proficiency in Microsoft Office Suite and familiarity with web-based applications.
Preferred Qualifications:
- College degree is advantageous.
- Experience in the finance industry is preferred.
- Bilingual candidates, particularly Spanish/English, are encouraged to apply.
Work Environment:
This position is situated in a standard office setting, with occasional travel required. We are committed to fostering a dynamic and supportive workplace culture.
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