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, Banking & Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This is an entry-level Personal Banker role (SAFE Act) at a branch location in Los Angeles, CA. You will support branch sales and service activities, help grow customer relationships, and deliver excellent client experiences while following all applicable policies and regulations.

• Work with small-business credit requests under $250K; identify and refer larger lending opportunities and cross-sell treasury and related small-business products.
• Build referral opportunities through Centers of Influence (COIs) and Member Get Member (MGM) programs.
• Support strategies to grow small-business relationships and execute sales plans for assigned Book of Business customers.
• Perform outbound and inbound client outreach to acquire new relationships and deepen existing ones through relevant product cross-sell.
• Coach and guide tellers and other branch staff on products, special programs, and client referrals.
• Recognize client transaction needs, educate customers on service and digital channels, and use available technology and marketing tools to present financial solutions.
• Follow Confidential Client policies, standards and procedures and apply appropriate risk assessment and compliance judgment in day-to-day work.

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What We’re Looking For

• 0–2 years relevant experience; previous banking, retail, or sales experience preferred.
• SAFE Act compliance and NMLS registration required.
• Familiarity with smart banking tools and digital channel capabilities.
• Strong verbal and written communication skills; comfortable with outbound calling and in-branch sales conversations.
• Customer-focused, ethical, and able to escalate/manage control issues with transparency.

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Education

• Bachelor’s degree or university degree, or equivalent experience.

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Compensation & Benefits

• Primary location full-time salary range (Los Angeles, CA): $58,190 – $81,210 per year.
• In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards. Benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Available offerings may vary by jurisdiction, job level, and date of hire.

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Additional Details

• Job family group: Consumer Sales — Job family: Branch Sales.
• Time type: Full time.
• This role is performed on-site at the Los Angeles branch location.
• This job description provides a high-level review of work performed; other duties may be assigned as required.

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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.