Personal Banker SAFE Act, North Hollywood - Valley Village, Officer
The Personal Banker SAFE Act role is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales to 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 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, Banking & Financial Services.
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) will support branch sales and client service activities with a focus on building relationships, deepening client engagement, and supporting small business banking needs.
- Work with business credit requests under $250,000 and recognize/refer larger lending opportunities
- Cross-sell treasury, deposit, and related small-business products to deepen client relationships
- Build referral pipelines through Centers of Influence (COIs) and Member-Get-Member programs
- Execute outbound and inbound client outreach to acquire new relationships and expand existing accounts
- Coach and support tellers and branch staff on product features, special programs, and referral opportunities
- Educate clients on digital and branch channels, leveraging technology and marketing tools to uncover needs
- Ensure compliance with internal policies, applicable laws, and SAFE Act / NMLS requirements
- Apply sound risk judgment and escalate control or compliance issues transparently
What We’re Looking For
We recruit for candidates who can combine consultative sales with excellent client service and compliance awareness.
- 0–2 years relevant experience (entry-level to early career)
- Previous banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance required
- Familiarity with Smart Banking tools and digital channel features
- Clear, concise written and verbal communication skills
- Strong attention to detail, integrity, and customer-focus
Education & Experience
- Bachelor’s degree or equivalent experience preferred
- Demonstrated success in sales or client-service roles is a plus
Compensation & Benefits
- Primary location full-time salary range: $58,190 — $81,210 per year
- In addition to base pay, eligible employees may receive incentive and retention awards
- Typical benefits may include medical, dental & vision coverage, 401(k), life and disability insurance, paid time off, and wellness programs (offerings vary by jurisdiction and job level)
- This role is employed by Confidential Client; specific benefit eligibility and details will be provided during the hiring process
Key Skills
- Small business banking and branch sales
- Client acquisition, relationship management, and cross-sell strategies
- NMLS / SAFE Act knowledge and regulatory compliance
- Proficiency with digital banking tools and CRM/outbound calling
- Coaching and teamwork within branch environments
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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