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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Overview

Confidential Client is hiring an entry-level Personal Banker (SAFE Act) to support branch sales and client service in Queens, NY. This role focuses on building customer relationships, assisting with consumer and small-business banking needs, and cross-selling relevant products while maintaining compliance with regulatory and company policies.

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What You’ll Do

• Work with consumer and small-business credit requests under $250,000 and refer larger lending opportunities to appropriate teams.
• Cross-sell deposit, treasury, and other small-business products to deepen client relationships.
• Build referral pipelines through Centers of Influence (COIs) and Member-Get-Member (MGM) programs.
• Implement targeted sales strategies for assigned Book of Business customers.
• Deliver exceptional client service via inbound and outbound calls and in-branch interactions to acquire and grow relationships.
• Coach and advise tellers and branch staff on products, special programs, and identifying client needs to enable appropriate referrals.
• Educate clients on service and digital channels; leverage available technology and marketing tools to uncover opportunities and present product solutions.
• Follow Confidential Client policies, procedures, and regulatory requirements; assess risk and escalate control issues transparently.
• Maintain required SAFE Act / NMLS compliance and registration as applicable.

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What We're Looking For

• 0–2 years of relevant experience; previous banking, retail, or sales experience preferred.
• NMLS registration; SAFE Act compliance required.
• Familiarity with digital/Smart Banking tools and technologies.
• Strong written and verbal communication skills.
• Bachelor’s degree or equivalent experience is preferred but not required.
• Customer-focused mindset with ethical judgment and attention to compliance.

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Compensation & Benefits

• Primary location full-time salary range: $61,280.00 - $85,520.00 per year.
• In addition to base pay, 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; paid time off; and wellness programs. Available offerings may vary by jurisdiction, job level, and date of hire.

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Location & Work Type

• Location: Queens, NY (Forest Hills branch).
• Employment type: Full time, on-site in Queens, NY.

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Screening, Accessibility & Candidate Experience

• Careertakes and our client may use automated tools and AI to help identify candidates whose skills match the role. These tools assist reviewers but do not replace human decision-making; final hiring decisions are made by people.
• Reasonable accommodations are available for applicants with disabilities. If you need an accommodation to participate in the application or interview process, please notify us.

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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.