26987268 Personal Banker SAFE Act - Bilingual: Spanish/English Preferred - Brentwood Branch
The Personal Banker SAFE Act role is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual and small business clients. This position involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations, with a preference for bilingual Spanish/English candidates.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
The Personal Banker (SAFE Act) supports branch sales and client service activities to build and deepen relationships with individual and small-business clients. This is an entry-level, customer-facing sales role that focuses on delivering outstanding client experience while identifying opportunities to cross-sell relevant banking products and services.
- Work with business credit requests under $250,000 and refer larger lending opportunities
- Cross-sell treasury, deposit, and small-business products to drive growth
- Build referral opportunities through Centers of Influence (COIs) and Member-Get-Member programs
- Execute outbound and inbound client outreach to acquire and deepen relationships
- Coach and support teller and branch staff on products, programs, and client referrals
- Educate clients on transaction needs and digital channels; present appropriate product solutions
- Use available technology and marketing tools to uncover and act on sales opportunities
- Follow all applicable policies, laws, and risk controls; escalate issues with transparency
What We’re Looking For
- 0–2 years of relevant experience; previous banking, retail, or sales experience preferred
- Strong verbal and written communication skills; customer-focused and sales-oriented
- Ability to identify client needs and recommend appropriate solutions
- Comfortable using digital banking tools and branch sales platforms
- Bilingual in Spanish and English preferred
- NMLS registration / SAFE Act compliant (required)
Education & Certifications
- Bachelor’s degree or equivalent work experience preferred
- NMLS/SAFE Act registration required for role compliance
Compensation & Benefits
- Salary range (Primary Location, Brentwood, NY): $61,280 — $85,520 per year
- Estimated midpoint salary referenced: ~$84,889 per year
- Benefits may include medical, dental, vision, 401(k), life/accident/disability insurance, wellness programs, paid time off, and potential incentive/retention awards (actual offerings may vary by jurisdiction and job level).
Other Details
- Employment type: Full time
- Primary location: Brentwood, NY, United States
- Posting date: 2026-08-18 (anticipated posting close date listed by client: 2026-08-21)
- This description is a high-level overview; additional duties may be assigned as required.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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