Personal Banker SAFE Act - Morris Park Branch
The Personal Banker SAFE Act role at Confidential Client 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's reputation.
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
Confidential Client is seeking an entry-level Personal Banker (SAFE Act) to support branch sales and client service at a local branch. This role focuses on building customer relationships, executing sales and service activities, and referring or originating appropriate small business credit and deposit solutions.
- Work with business credit requests under $250,000 and identify/refer larger lending opportunities
- Cross-sell treasury and other small-business banking products
- Build referral pipelines through Centers of Influence (COIs) and Member-Get-Member (MGM) efforts
- Support plans to grow small-business client relationships and targeted Book of Business customers
- Deliver excellent client service via inbound/outbound calls and in-branch interactions to acquire and deepen relationships
- Coach and advise tellers and branch staff on products, special programs, and appropriate referrals
- Educate clients on digital and service channels; leverage technology and marketing tools to uncover product opportunities
- Present product offers and financial solutions while ensuring a memorable client experience
- Follow Confidential Client policies and procedures; assess and escalate risks and control issues with transparency
Qualifications
- 0–2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of smart banking tools and digital channels
- NMLS registration; SAFE Act compliant
- Strong written and verbal communication skills
- Demonstrated customer-service orientation and basic sales aptitude
Education
- Bachelor’s degree or equivalent experience
Compensation & Benefits
- Base salary: $61,280 - $85,520 per year
- In addition to salary, eligible employees may receive discretionary or formulaic incentive/retention awards
- Typical benefits may include medical, dental & vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off (offering specifics may vary by jurisdiction and date of hire)
Location & Time Type
- Primary location: Bronx, NY (in-branch, full-time)
Additional Details
- Job Family Group: Consumer Sales
- Job Family: Branch Sales
- Anticipated posting close date: Sep 21, 2026
- Automated processing / AI: Applicant materials may be screened using automated tools and AI to identify candidate-job fit; hiring decisions are made by people.
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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