Personal Banker SAFE Act - Chappaqua Branch
The Personal Banker SAFE Act at Confidential Client is an entry-level role focused on supporting sales and service activities to build customer loyalty and increase sales among individual and small business clients. The position involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations to safeguard the firm and clients.
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.
Position Overview
This entry-level Personal Banker (SAFE Act) role supports branch sales and customer service activities to build client relationships, grow deposits and product penetration, and deliver an excellent client experience. You will work with retail and small-business clients, support tellers and branch staff, and identify cross-sell and referral opportunities while staying SAFE Act compliant.
Key Responsibilities
- Work with business credit requests under $250,000; recognize and refer larger lending opportunities.
- Cross-sell treasury and small-business products and services to deepen client relationships.
- Build referral pipelines through Centers of Influence (COIs) and Member‑Get‑Member (MGM) programs.
- Support strategies to grow the small-business client base and implement targeted sales plans.
- Conduct outbound and inbound client outreach to acquire new customers and deepen relationships.
- Coach tellers and branch staff on products, special programs, and appropriate client referrals.
- Identify client transaction and channel needs; educate on digital channels and available tools.
- Present product offers and financial solutions that match client needs.
- Follow the client's policies, procedures, and regulatory requirements; escalate and manage control issues transparently.
- Apply sound ethical judgment to protect the client's reputation, clients, and assets.
Qualifications
- 0–2 years of relevant experience; previous banking, retail, or sales experience preferred.
- Knowledge of Smart Banking tools and digital banking technologies.
- NMLS registration and SAFE Act compliance where required.
- Strong written and verbal communication skills.
- Customer-focused with a proven ability to identify referral and sales opportunities.
Education
- Bachelor's degree or equivalent experience preferred.
Compensation & Benefits
- Primary location full-time salary range: $61,280 – $85,520 per year.
- In addition to salary, eligible employees may receive discretionary and formulaic incentive or retention awards.
- Benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; paid time off; and wellness programs. Available offerings may vary by jurisdiction and job level.
Additional Information
- Job family group: Consumer Sales — Branch Sales
- Employment type: Full-time
- This role uses automated processing/AI for initial resume alignment; final hiring decisions are made by people.
- All references to employers in this posting have been replaced with "confidential client" to protect employer confidentiality.
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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