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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Role Overview

Personal Banker (SAFE Act / NMLS) — Mount Kisco, NY. This is an entry-level branch sales role focused on building and deepening consumer and small business relationships, cross-selling banking products, and delivering exceptional client service. The confidential client seeks candidates who are SAFE Act compliant and NMLS registered or able to register.

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What You’ll Do

• Work with business credit requests under $250K; refer larger lending opportunities and cross-sell treasury and small-business products
• Build referral sources through Centers of Influence (COIs) and Member Get Member (MGM) programs
• Support growth strategies for small business clients and execute targeted sales plans for your book of business
• Acquire and deepen client relationships via outbound and inbound calls and in-branch interactions
• Coach and support tellers and branch staff on product features, special programs, and appropriate client referrals
• Identify client transaction needs and educate customers on service and digital channels
• Use available technology and marketing tools to uncover sales opportunities and present tailored financial solutions
• Comply with policies, standards, and procedures; assess and escalate risk or control issues appropriately
• Maintain professional and ethical conduct while safeguarding client and firm assets

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Qualifications

• 0–2 years relevant experience (entry-level)
• Previous experience in banking, retail, or sales is preferred
• Knowledge of Smart Banking tools and digital channels
• NMLS registration and SAFE Act compliance required (or ability to register promptly)
• Strong written and verbal communication skills
• Customer-focused with a sales mindset and attention to compliance and risk controls

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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 — $85,520 per year (pay transparency provided)
• Eligible employees may also receive discretionary and formulaic incentives and retention awards
• Benefits may include medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Benefits vary by jurisdiction and hire date.

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Location & Schedule

• Primary location: Mount Kisco, NY (10549)
• Time type: Full time

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Other Details

• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Date posted: 2026-07-24
• Anticipated posting close date: 2026-07-29

Automated processing and AI: Careertakes and our client may use automated processing, including AI, to help identify and align candidate skills to open roles. These tools assist screening but do not replace human review — final hiring decisions are made by people.

Accommodations: If you need a reasonable accommodation to apply or participate in the hiring process, please notify Careertakes so we can work with the confidential client to provide an appropriate reasonable accommodation.

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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.