Personal Banker SAFE Act - Hicksville 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.
What You’ll Do
The Personal Banker (SAFE Act) is an entry-level branch role focused on client service, sales growth, and compliance. You will work with customers to deepen relationships and cross-sell appropriate products while delivering excellent service.
- Work with business credit requests under $250,000; identify and refer larger lending opportunities
- Cross-sell treasury and small business banking products
- Build referral pipelines using Centers of Influence (COIs) and Member Get Member (MGM) programs
- Support strategies to grow the small business client base and target book-of-business customers
- Conduct outbound and inbound client outreach to acquire new relationships and deepen existing ones
- Coach and support teller and branch staff on products, programs, and referral opportunities
- Educate clients on service and digital channels and leverage marketing and technology tools to uncover needs
- Present relevant product offers and financial solutions tailored to client needs
- Follow internal policies, procedures and applicable laws; assess and escalate risk and control issues appropriately
Qualifications
- 0–2 years relevant experience; previous banking, retail, or sales experience preferred
- Strong verbal and written communication skills
- Familiarity with digital/smart banking tools and client-focused sales techniques
- NMLS registration and SAFE Act compliance required
- Demonstrated customer service and relationship-building capability
- Ability to use judgment that protects the firm’s reputation, clients, and assets
Education & Compliance
- Bachelor’s degree or equivalent experience preferred
- Must be SAFE Act compliant and hold or be able to obtain required NMLS registration
- Ability to pass background checks and comply with all regulatory and company policies
Details
- Primary location: Hicksville, NY, US
- Employment type: Full-time
- Salary range (full-time): $61,280 — $85,520 per year (range provided by the employer)
- Benefits: medical, dental & vision coverage; 401(k); life, accident & disability insurance; wellness programs; paid time off (vacation, sick leave) and paid holidays. Available offerings may vary by jurisdiction and hire date.
- Anticipated posting close / application window: see client posting (validThrough may apply)
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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