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.

---

Overview

This is an entry-level Personal Banker role supporting branch sales and customer service activities for a confidential client. The role focuses on building relationships with consumer and small-business clients, executing product and service recommendations, and helping drive branch growth through cross-sell and referral strategies.

---

What You’ll Do

• Work with business credit requests under $250,000 and refer larger lending opportunities to the appropriate team.
• Cross-sell treasury and related small business products to deepen client relationships.
• Build referral pipelines through Centers of Influence (COIs) and member-get-member programs.
• Support outbound and inbound client outreach to acquire new relationships and grow existing ones.
• Coach and guide tellers and branch staff on products, special programs, and referral opportunities.
• Identify client transaction needs and promote digital and branch channels to improve service.
• Use available technology and marketing tools to uncover opportunities and present product offers/financial solutions.
• Follow confidential client policies, procedures, and compliance requirements.
• Assess risk appropriately in business decisions and escalate control issues transparently.

---

Qualifications

• 0–2 years of relevant experience.
• Previous banking, retail, or sales experience is preferred.
• Knowledge of smart banking tools and digital channels.
• NMLS registration; SAFE Act compliant.
• Clear and concise written and verbal communication skills.
• Demonstrated customer service orientation and ability to build trust with clients.

---

Education

• Bachelor’s degree or equivalent experience.

---

Compensation & Benefits

• Full-time salary range (primary location): $61,280 — $85,520 per year.
• In addition to salary, the confidential client's offerings may include discretionary incentive awards and competitive benefits such as medical, dental, vision, retirement savings, life and disability coverage, paid time off, and holiday pay. Offerings vary by jurisdiction and job level.

---

Location & Employment Type

• Primary location: Lake Mohegan, NY, United States
• Employment type: Full-time

---

Additional Information

• This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
• Automated tools (including AI) may be used to help screen applications; however, humans make final hiring decisions.

---

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.