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.

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What You’ll Do

The Confidential Client is hiring a Personal Banker (SAFE Act) to support branch sales and client relationship development in Jericho, NY. This is an entry-level, full-time branch role focused on acquiring and deepening consumer and small-business relationships while delivering outstanding client service.

• Work with business credit requests under $250K; identify and refer larger lending opportunities and cross‑sell treasury and small business products
• Build referral opportunities through Centers of Influence (COIs) and Member‑Get‑Member programs
• Support growth strategies for small business clients and execute targeted sales plans for your book of business
• Deliver exceptional client service via inbound/outbound calls and in‑branch interactions to acquire new relationships and deepen existing ones
• Coach and advise tellers and other branch staff on product offerings, special programs, and appropriate client referrals
• Identify client transaction needs, educate clients on service and digital channels, and use available technology and marketing tools to present product and financial solutions
• Follow all policies, standards and procedures; assess and escalate risk and control issues appropriately to protect the firm, its clients and assets

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Qualifications

• 0–2 years of relevant experience; previous banking, retail, or sales experience preferred
• SAFE Act compliant (NMLS registration required)
• Comfortable with branch sales, cross‑selling and developing referral relationships
• Familiarity with smart banking tools and digital channels
• Clear and concise written and verbal communication skills
• Strong client‑service orientation and ethical judgment

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Education

• Bachelor’s degree or equivalent experience preferred

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Compensation & Benefits

• Primary location full‑time salary range: $61,280.00 – $85,520.00 per year (posted by the Confidential Client).
• In addition to base pay, eligible employees may receive discretionary or formulaic incentives and retention awards. Benefits may include: medical, dental & vision coverage; 401(k); life, accident & disability insurance; wellness programs; and paid time off (vacation, sick leave, holidays). Actual offerings may vary by jurisdiction, job level, and date of hire.

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Details

• Time Type: Full time
• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Primary Location: Jericho, NY, United States
• Anticipated Posting Close Date: Aug 27, 2026

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Automated Processing & AI

The Confidential Client uses automated processing and AI tools to help screen and match applicants to roles. These tools assist human reviewers but 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 Careertakes.

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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.