Personal Banker SAFE Act, Bedford/Stuyvesant Branch
The Personal Banker SAFE Act at Confidential Client is an entry-level full-time 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, coaching branch staff, and ensuring compliance with banking policies and regulations to safeguard the firm and clients. This role requires strong communication skills, knowledge of banking tools, and adherence to SAFE Act and NMLS registration requirements.
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 branch-based, full-time Personal Banker (SAFE Act) to support customer acquisition, relationship building, and sales at a Brooklyn branch. This is an entry-level sales position focused on delivering excellent client service, cross-selling consumer and small-business products, and ensuring SAFE Act / NMLS compliance.
What You’ll Do
- Work with business credit requests under $250,000; recognize and refer larger lending opportunities
- Cross-sell treasury and related small-business products to deepen client relationships
- Build referral opportunities through Centers of Influence (COIs) and Member-Get-Member (MGM) initiatives
- Execute proactive client outreach (outbound and inbound calls) to acquire new relationships and grow existing ones
- Coach tellers and branch staff on products, special programs, and referral practices
- Identify client needs, present appropriate product offers and financial solutions, and educate clients about service and digital channels
- Use available marketing tools and technology to uncover sales opportunities
- Follow policies, procedures, and regulatory requirements; properly assess and escalate risk and control issues
What We’re Looking For
- 0–2 years of relevant experience; previous banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance (required)
- Familiarity with smart banking tools and digital channels
- Strong verbal and written communication skills
- Customer-focused attitude and ability to work in a team-oriented branch environment
- Sound judgment around compliance, risk, and client confidentiality
- Bachelor’s degree or equivalent experience preferred
Compensation & Benefits
- Posted full-time salary range: $61,280 – $85,520 per year (Confidential Client)
- Role may be eligible for discretionary and formulaic incentive/retention awards
- Benefits package may include medical, dental & vision coverage; 401(k); life, accident & disability insurance; paid time off and holidays; and other wellness programs (offerings vary by jurisdiction and hire date)
Location & Schedule
- Primary location: Brooklyn, NY (branch-based)
- Time type: Full time
- Note: This is an in-branch role that requires local presence and NMLS/SAFE Act compliance.
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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