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.

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Position Overview

This is an entry-level Personal Banker SAFE Act role focused on delivering exceptional client service, growing customer relationships, and supporting branch sales objectives. You will help deepen existing relationships, acquire new clients, and refer appropriate lending or treasury solutions while ensuring compliance with applicable SAFE Act and banking regulations. The hiring organization for this posting is Confidential Client.

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Responsibilities

• Work with business credit requests under $250K; 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 programs
• Execute sales strategies and outreach to target Book of Business customers
• Conduct outbound and inbound client calls to acquire new relationships and expand product penetration
• Coach and support tellers and branch staff on products, special programs, and referral practices
• Educate clients on digital channels and service options; leverage technology and marketing tools to identify opportunities
• Present appropriate product offers and financial solutions while delivering a remarkable client experience
• Follow policies, assess risk appropriately, and escalate control issues transparently

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Qualifications

• 0–2 years relevant experience (banking, retail, or sales experience preferred)
• NMLS registration and SAFE Act compliance required
• Knowledge of smart banking tools and digital channels
• Strong written and verbal communication skills
• Demonstrated ability to deliver outstanding customer service and meet sales objectives

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Education

• Bachelor’s degree or university degree preferred, or equivalent experience

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Compensation & Benefits

• Primary location salary range (full-time): $61,280.00 - $85,520.00 per year (as provided by the employer)
• In addition to base salary, eligible employees may receive discretionary and formulaic incentive awards
• Typical benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Actual offerings may vary by jurisdiction and job level.

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Additional Details

• Job family: Branch Sales / Consumer Sales
• Employment type: FULL_TIME
• This role requires adherence to applicable laws, policies, and ethical standards. Candidates will be required to demonstrate appropriate compliance with the SAFE Act and bank policies.
• Confidential Client is committed to reasonable accommodations for applicants with disabilities. If you require an accommodation to participate in the hiring process, notify the recruiter or hiring contact.

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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.