Personal Banker SAFE Act - Armonk Branch
The Personal Banker SAFE Act at Confidential Client is an entry-level role focused on supporting sales and service activities to build customer loyalty and increase sales among individual and small business clients. The position 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, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position Overview
Confidential Client is seeking an entry-level Personal Banker (SAFE Act) to join the branch in Armonk, NY. This role focuses on building strong customer relationships, supporting branch sales and service activities, and helping grow retail and small‑business relationships while delivering an excellent client experience.
What You’ll Do
- Work with business credit requests under $250,000; recognize and refer larger lending opportunities and cross-sell treasury and related small‑business products.
- Build referral sources through Centers of Influence (COIs) and Member‑Get‑Member programs.
- Help design and execute sales plans to grow assigned book of business and small‑business client relationships.
- Perform outbound and inbound client outreach to acquire new relationships and deepen existing ones through targeted product offers.
- Coach and guide tellers and other branch staff on products, special programs, and appropriate client referrals.
- Identify client transaction and channel needs, educate customers on digital and service channels, and leverage marketing/technology tools to uncover opportunities.
- Follow company policies and procedures, assess risk appropriately, and escalate or report control issues with transparency.
What We’re Looking For
- 0–2 years of relevant experience; prior banking, retail, or sales experience preferred.
- Knowledge of Smart Banking tools and digital banking technologies.
- NMLS registration and SAFE Act compliance required.
- Clear and concise written and verbal communication skills.
- Strong customer focus, teamwork, and an ability to work in a fast‑paced branch environment.
Education
- Bachelor’s degree or equivalent professional experience.
Compensation & Benefits
- Salary range (full time): $61,280 - $85,520 per year.
- Full‑time role; benefits may include medical, dental & vision coverage, 401(k), life/accident/disability insurance, paid time off, and eligibility for discretionary or formulaic incentive awards. Benefits and offerings may vary by jurisdiction and date of hire.
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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