Personal Banker SAFE Act - Bilingual English/Spanish Preferred - Jerome Avenue 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 and small business clients. The role involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations. Bilingual English/Spanish skills and strong communication abilities are preferred to effectively engage diverse customers and deliver exceptional client experiences.
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.
Role Overview
Confidential Client is hiring a Personal Banker (SAFE Act) for a full-time branch role in Bronx, NY. This entry-level position supports branch sales and client service activities, builds customer relationships, and helps deepen client relationships through cross-selling appropriate banking products and digital solutions.
What You’ll Do
- Work with small business credit requests under $250,000; recognize and refer larger lending opportunities
- Cross-sell treasury and related small business products
- Build referral opportunities via Centers of Influence (COIs) and Member‑Get‑Member programs
- Support strategies to grow small business clients and targeted sales plans for a book of business
- Deliver outstanding client service via outbound and inbound calls to acquire and deepen relationships
- Coach and guide tellers and branch staff on products, services, and referral opportunities
- Identify client transaction needs and 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 compliance requirements; escalate control issues as needed
Qualifications
- 0–2 years relevant experience; previous banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance required
- Knowledge of smart banking tools and digital channels
- Clear and concise written and verbal communication skills
- Bilingual English/Spanish preferred
- Ability to assess risk and apply sound ethical judgment in business decisions
Education
- Bachelor’s degree or equivalent experience preferred
Compensation & Benefits
- Primary location full-time salary range (Bronx, NY): $61,280 – $85,520 per year
- In addition to base pay, eligible employees may receive discretionary and formulaic incentive or retention awards
- Benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Offerings may vary by jurisdiction and job level.
Other Information
- Job family: Consumer Sales — Branch Sales
- Time type: Full time
- This posting may use automated processing (including AI) for screening and matching; human decision-makers make final hiring decisions.
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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