Jobs · Business Development · Wisconsin

Branch Sales Manager

Purpose Financial · Portage, WI · 1 wk ago
Business DevelopmentFull-time

About the role

The Branch Sales Manager (BSM) is a performance-based position measured by branch results. The BSM is responsible for the effective operation and continued growth of their branch with direction from the Division Director of Operations (DDO). This position ensures each team member is trained in all procedures, policies, products, and programs. The role requires a passion for sales, marketing, and training to increase overall performance, productivity, and profitability while promoting employee engagement, teamwork, and job satisfaction through continued coaching and development.

Location: 2936 New Pinery Road, Unit C, Portage, WI 53901

Language: Bi-lingual Spanish is a plus.

Responsibilities

Operations

  • Communicate the Company’s vision and strategies to all team members.
  • Establish and communicate division goals and objectives.
  • Manage financial goals and use analytics to assess ways to improve financial position.
  • Review operational standing of assigned branch to identify areas of opportunity for increased profit margin.
  • Provide training and guidance in all aspects of operations and sales leadership in conjunction with Division Director.
  • Ensure training of procedures outlining banking, collections, audits, and other company policies and standards are being met.
  • Ensure compliance with federal, state, and local law; guide assigned branch teams with Operational Quality Specialists on identifying and mitigating compliance concerns.
  • Delegate tasks and responsibilities to appropriate team members.
  • Maintain Advance America appearance standards and maintenance requirements for the branch.

Marketing

  • Conduct and train competitive market analysis and develop strategies to increase total market share and active customer accounts.
  • Work with DDO, Field Marketing Manager, and Corporate Marketing to maintain ongoing marketing campaigns for the branch.

Leadership

  • Recognize, train, and develop skills and abilities of branch team members to achieve objectives and provide effective leadership.
  • Responsible for growth and development as well as recruiting, coaching, and evaluating branch team.
  • Provide leadership on sales, coaching, and development of team and overall profitability and growth.
  • Collaborate with Division Director to help build a healthy, strong, future-facing branch.

Relationship Building / Customer Experience

  • Build strong relationships with current and prospective customers in person, in the market, and over the phone.
  • Monitor and measure customer satisfaction.
  • Take the lead on case management for delinquent accounts.

Compliance

  • Work with DDO to ensure all federal, state, and local laws are followed including company best practices and policies.
  • Collaborate with Operational Quality Specialists to observe and detect potential risks for non-compliance.

Training

  • Provide training and guidance in all aspects of operations, marketing, and customer experience.
  • Teach and validate understanding of Customer Choice – One Company/One Customer and the overall Omni channel experience.
  • Instruct the branch on company procedures, policies, practices, and computer systems.
  • Assist the DDO with implementation of new or changed procedures, policies, products, or programs.
  • Lead by example in a hands-on and approachable manner.
  • Recognize and develop skills/abilities of assigned branch to meet branch, division, and Company objectives.

Requirements

Education

  • High School Diploma or equivalent required; some college preferred.

Experience

  • Two years of prior management experience preferred.
  • Working knowledge of P&L, sales, collections, and cost controlling measures.
  • Equivalent operational and/or leadership experience may be considered in lieu of requirements.

Knowledge & Abilities

  • Management experience with exemplary results solving customer and operational issues, as well as successful P&L management.
  • Two years of leadership experience, including sales leadership.
  • Ability to coach and develop others.
  • Ability to understand and ensure compliance with policies, procedures, and laws governing the industry/business and products.
  • Ability to develop and maintain business relationships at all levels of the organization, both internally and externally.
  • Strong working knowledge of Microsoft Word and Excel required.

Physical Requirements

  • Standing/sitting for long periods; walking, including extended distances; bending; squatting; kneeling; pushing/pulling; reaching; twisting.
  • Frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.
  • Driving and having access during the workday to an insured and reliable transportation to complete tasks including banking, marketing, and providing staffing coverage within the division.
  • Exposure to outdoors limited to elements the ordinary person would be exposed to at that time.
  • Typing; ability to travel to be physically present at and to complete the physical requirements.
  • Housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals).

Competencies

  • Adaptability and Growth Mindset – Branch
  • Digital and Future Readiness – Branch
  • Leadership, Coaching and Development – Branch
  • Results and Accountability – Branch
  • Sales and Customer Excellence – Branch

Travel

  • Must have a valid driver’s license and access to insured, reliable transportation.
  • Ability to travel within division for marketing, collections, staffing, special events, and banking responsibilities.

Attire

The Company offers employees the option of wearing polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business.

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