Personal Banker SAFE Act - Allerton 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 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 (Banking).
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 customer service activities to build loyalty and deepen client relationships. This is an entry-level role with training and on-the-job coaching.
- Work with business credit requests under $250,000; identify and refer larger lending opportunities.
- Cross-sell treasury, small business, and consumer banking products to deepen relationships.
- Build referral opportunities through Centers of Influence (COIs) and member referral programs.
- Assist with growth strategies for small business clients and implement targeted sales plans for assigned book of business.
- Deliver excellent client service through inbound/outbound calls and in-branch interactions.
- Coach tellers and branch staff on products, promotions, and referral opportunities.
- Identify client transaction needs and educate clients on digital and branch channels.
- Use available marketing and technology tools to uncover opportunities and present product offers/financial solutions.
- Follow policies, procedures, and compliance expectations to protect the firm, clients, and assets.
- Escalate control issues transparently and apply sound ethical judgment in daily decisions.
Qualifications
- 0–2 years relevant experience; previous banking, retail, or sales experience preferred.
- Knowledge of modern branch and digital banking tools.
- NMLS registration and SAFE Act compliance required (per role).
- Strong written and verbal communication skills.
- Customer-focused with sales aptitude and attention to regulatory compliance.
Education
- Bachelor’s degree or equivalent experience preferred.
Compensation & Benefits
- Base salary range (Primary location — Bronx, NY): $61,280 — $85,520 per year.
- In addition to base pay, eligible employees may receive discretionary or formulaic incentive awards.
- Benefits may include medical, dental & vision coverage, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Benefit availability may vary by jurisdiction and hire date.
Role Details
- Job family: Branch Sales / Consumer Sales
- Time type: Full time
- Primary location: Bronx, NY 10460 (Allerton area)
- Anticipated posting close date: 2026-08-04
Why This Role?
This is a strong opportunity to launch a career in branch banking and sales with structured training, hands-on coaching, and clear paths to expand responsibilities (commercial referrals, treasury solutions, etc.). If you enjoy client-facing work and consultative sales in a regulated environment, this role provides on-the-job learning and opportunity for growth.
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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