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.

---

Responsibilities

The Personal Banker (SAFE Act) at our confidential client is an entry-level branch sales role focused on building customer relationships, delivering excellent service, and driving appropriate product referrals. Key responsibilities include:

• Work with small business credit requests under $250,000 and recognize/refer larger lending opportunities.
• Cross-sell treasury and other small business products and services.
• Build referral pipelines through Centers of Influence (COIs) and Member-Get-Member (MGM) programs.
• Support strategies to grow small business clients and target Book of Business customers.
• Acquire new relationships and deepen existing ones via inbound/outbound client calls and in-branch interactions.
• Coach and advise Tellers and branch staff on products, special programs, and referral opportunities.
• Educate clients on service and digital channels; leverage technology and marketing tools to identify opportunities and present financial solutions.
• Follow company policies, standards, and procedures; appropriately assess and escalate risk and control issues.
• Deliver a remarkable client experience while protecting the firm’s reputation and client assets.

---

Qualifications

• 0–2 years relevant experience; previous banking, retail, or sales experience preferred.
• NMLS registration — SAFE Act compliant (required).
• Familiarity with retail/branch banking platforms and Smart Banking tools.
• Strong verbal and written communication skills; customer-focused.
• Bilingual English/Spanish preferred (highly desirable for this location).
• Ability to balance sales with compliance and risk-management responsibilities.
• Bachelor’s degree or equivalent experience preferred.

---

Education

• Bachelor’s Degree/University degree or equivalent experience preferred.

---

Compensation & Benefits

• Salary range (Primary Location Full Time): $61,280.00 – $85,520.00 per year.
• In addition to base pay, eligible employees may receive discretionary or formulaic incentive and retention awards.
• Typical benefits may include medical, dental & vision coverage, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Benefit offerings may vary by jurisdiction and job level.

---

Location & Schedule

• Primary location: Bronx, NY (Fordham / Crotona Park area, ZIP 10460)
• Time type: Full time
• This role is in-branch (not remote). Local candidates or those able to commute to the Bronx location are preferred.

---

What You'll Gain / Why Apply

• Hands-on branch sales experience in consumer and small-business banking at an established financial services organization (Confidential Client).
• Opportunity to develop lending and referral skills, customer relationship management, and coaching experience.
• Support for NMLS/SAFE Act compliance, with training and clear pathways to higher-level branch or regional roles.

---

Additional Information

• This posting uses automated screening tools and AI-assisted matching for legitimate business purposes. Final hiring decisions are made by people.
• Anticipated posting close date: Jul 30, 2026.
• This job description is a high-level summary; other duties may be assigned.

---

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.