Personal Banker SAFE Act - Beford Village Branch
The Personal Banker SAFE Act role is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual consumer clients. The role 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.
What You’ll Do
The Personal Banker (SAFE Act) supports branch sales and client service activities to build and deepen consumer and small-business relationships. This is a hands-on, customer-facing role focused on delivering an exceptional client experience while meeting sales and referral goals.
- Work with business credit requests under $250,000 and identify/refer larger lending opportunities
- Cross-sell treasury and small-business products and services
- Generate referral business through Centers of Influence (COIs) and Member Get Member (MGM) programs
- Implement sales strategies to grow small-business clients and pursue targeted Book of Business opportunities
- Conduct inbound and outbound client outreach to acquire new relationships and deepen existing ones
- Coach tellers and branch staff on products, programs, and effective referral tactics
- Educate clients on digital and self-service channels and leverage technology and marketing tools to uncover opportunities
- Follow Confidential Client policies, standards and risk controls; escalate and report issues transparently
Who We’re Looking For (Qualifications)
- 0–2 years of relevant experience; prior banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance required
- Familiarity with smart banking tools and branch digital platforms
- Clear and concise written and verbal communication skills
- Ability to assess risk and apply sound ethical judgment in client interactions
Education & Employment Type
- Bachelor's degree or equivalent experience preferred
- Employment type: Full time
Compensation & Benefits
- Primary location full-time salary range: $61,280 – $85,520 per year
- In addition to base salary, Confidential Client may offer discretionary and formulaic incentive awards and a competitive benefits package that may include medical, dental & vision coverage, retirement savings plans, life/disability insurance, and paid time off. Available offerings may vary by jurisdiction and hire date.
Location
- Primary work location: Bedford Hills, NY, United States
Other Important Details
- This role requires SAFE Act compliance and NMLS registration.
- This job description provides a high-level overview; additional duties may be assigned as needed.
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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