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 (Confidential Client).

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

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Responsibilities

The following responsibilities reflect what you'll be expected to perform in this Personal Banker role for our confidential client:

• Work with business credit requests less than $250,000; recognize and refer larger lending opportunities and cross-sell treasury and related small-business products.
• Build referral pipelines through Centers of Influence (COIs) and Member Get Member (MGM) programs.
• Support strategies to grow small-business relationships and implement sales plans targeting assigned book-of-business customers.
• Deliver exceptional client service via outbound and inbound calls to acquire new relationships and deepen existing ones through cross-sell of relevant products and services.
• Coach and guide Tellers and other branch staff on products, special programs, and appropriate client referrals.
• Identify client transaction needs, educate clients on service and digital channels, and leverage technology and marketing tools to uncover opportunities and present financial solutions.
• Understand and follow the confidential client’s policies, standards and procedures.
• Appropriately assess risk in business decisions, protect the firm’s reputation, and drive compliance with applicable laws, rules and regulations.

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Qualifications

• 0–2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• SAFE Act compliance and NMLS registration required.
• Familiarity with modern Smart Banking tools and digital channels.
• Bilingual ability (English/Mandarin) preferred — strong customer language skills are a plus.
• Clear and concise written and verbal communication skills.
• Strong client-service orientation and basic sales aptitude.

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Education

• Bachelor’s Degree / University degree or equivalent experience.

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Compensation & Benefits

• Full-time salary range (primary location): $61,280 — $85,520 per year.
• In addition to salary, eligible employees may receive discretionary and formulaic incentive or retention awards.
• Typical benefits may include medical, dental & vision coverage; retirement savings (401(k)); life, accident and disability insurance; wellness programs; and paid time off (vacation, sick leave, paid holidays). Actual offerings vary by jurisdiction and job level.

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Location & Employment Type

• Primary location: Ny State Campus, NY
• Employment type: Full time

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Notes on Hiring Process

• This posting may use automated processing (including AI-assisted screening) to help identify applicants whose skills and experience match the role. Human reviewers make final hiring decisions.
• Reasonable accommodations are available for applicants with disabilities. Please notify the recruiting contact or Careertakes if you need 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.