Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Delray Beach Branch, Officer
The Personal Banker SAFE Act role at Confidential Client 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. The role involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations. Bilingual English/Spanish skills and NMLS registration are preferred to effectively serve a diverse client base.
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.
Role Overview
Confidential Client is hiring a Personal Banker (SAFE Act) to join a retail branch team in Delray Beach, FL. This is an entry-level branch sales role focused on building customer relationships, deepening accounts, and supporting small business and consumer clients. Bilingual English/Spanish candidates are preferred.
What You’ll Do
This role combines client service, sales and operational responsibilities to grow the branch book of business and deliver a remarkable client experience.
- Work with business credit requests under $250,000 and refer larger lending opportunities; cross-sell treasury and related small business products
- Build referral opportunities through Centers of Influence (COIs) and member referral programs
- Support growth strategies for small business clients and execute sales plans targeting assigned customers
- Make outbound and handle inbound client service calls to acquire new relationships and deepen existing ones
- Coach tellers and branch staff on products, special programs and appropriate client referrals
- Recognize client transaction needs and educate clients on digital channels and service options
- Use available technology and marketing tools to uncover opportunities and present financial product solutions
- Follow internal policies and regulatory requirements, including SAFE Act/NMLS compliance
- Assess and escalate risk or control issues responsibly; act in ways that protect the firm, clients and assets
Qualifications
- 0–2 years of relevant experience; prior banking, retail or sales experience preferred
- Knowledge of smart banking tools and digital channels
- NMLS registration; SAFE Act compliant
- Strong written and verbal communication skills
- Bilingual English/Spanish preferred
- Bachelor’s degree or equivalent experience
Compensation & Benefits
- Primary location full-time salary range: $50,600 — $70,600 per year (reported by the client)
- In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards
- Benefits may include: medical, dental, vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Offerings vary by jurisdiction and hire date.
Additional Details
- Job family group: Consumer Sales
- Job family: Branch Sales
- Time type: Full time
- Primary location: Delray Beach, FL (on-site branch role)
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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