Personal Banker SAFE Act -Bedford Village 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, delivering exceptional client service, and ensuring compliance with regulatory and company policies. This role requires strong communication skills, risk awareness, and the ability to leverage technology to identify and meet client needs.
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.
What You’ll Do
The Personal Banker SAFE Act role is an entry-level, branch-based sales position focused on delivering excellent client service while growing deposit and small business relationships. You will work as part of a branch team to identify customer needs, deliver product solutions, and help drive cross-sell activity.
- Work with business credit requests under $250,000 and escalate larger lending opportunities to the appropriate teams
- Cross-sell treasury and small business products, and support targeted sales plans for assigned book of business
- Build referral pipelines through Centers of Influence and member-get-member programs
- Conduct inbound and outbound client calls to acquire new relationships and deepen existing ones
- Coach tellers and branch staff on products, promotions, and appropriate referrals
- Educate clients on digital and service channels and recommend appropriate product offers
- Apply sound risk awareness and follow policies, regulations, and compliance standards in all client interactions
Qualifications
- 0–2 years of relevant experience; prior banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance required
- Familiarity with modern digital banking and Smart Banking tools
- Strong verbal and written communication skills
- Client-focused sales aptitude with the ability to identify and act on cross-sell opportunities
- Good judgment on risk and compliance; able to escalate control issues appropriately
Education
- Bachelor’s degree or equivalent experience
Compensation & Benefits
- Primary salary range (full-time): $61,280 - $85,520 per year
- In addition to base pay, eligible employees may receive discretionary and formulaic incentive awards
- Typical benefits may include medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Offerings may vary by jurisdiction and hire date.
Location & Employment Type
- Location: Bedford Hills, NY (branch-based)
- Employment type: Full-time
Additional Information
- This job description provides a high-level overview of typical duties; other related duties may be assigned
- The hiring organization and Careertakes use automated processing (including AI-assisted tools) to help match candidates to roles; final hiring decisions are made by people
- Reasonable accommodations are available for applicants with disabilities during the recruiting process; contact Careertakes for details
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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