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, Confidential Client in Financial Services (Retail Banking).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position Overview

Confidential Client is hiring a Personal Banker (SAFE Act) to join a retail branch team in Campbell, CA. This entry-level branch sales role focuses on building and deepening consumer and small-business relationships through exceptional service, cross‑sell of banking products, and compliance with SAFE Act / NMLS requirements.

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What You’ll Do

• Work directly with consumers and small-business clients to identify needs and present appropriate banking, lending, and treasury solutions.
• Support business credit requests under $250,000 and refer larger lending opportunities to specialists.
• Drive referral generation through Centers of Influence (COIs) and Member-Get-Member (MGM) programs.
• Conduct outbound and inbound client outreach to acquire new relationships and deepen existing ones.
• Coach and advise tellers and branch staff on product features, special programs, and referral processes.
• Educate clients on transaction services and digital channels; use technology and marketing tools to uncover sales opportunities.
• Follow all internal policies and regulatory requirements; apply sound risk assessment and report control issues transparently.
• Maintain NMLS registration and SAFE Act compliance where applicable.

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Who We’re Looking For (Qualifications)

• 0–2 years of relevant experience; previous banking, retail, or sales experience preferred.
• Familiarity with retail banking products, small-business banking, and branch sales processes.
• NMLS registration and SAFE Act compliance (required).
• Strong written and verbal communication skills.
• Comfortable using digital banking tools and CRM systems.
• Customer-focused, ethical, and able to apply sound judgment when assessing risk.

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Education & Schedule

• Bachelor’s degree or equivalent experience preferred.
• Typical schedule (subject to business needs): Monday–Friday 8:30am–5:30pm with rotating Saturday coverage (e.g., 9:30am–2:30pm).

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Compensation & Benefits

• Salary range (Primary location, full-time): $61,280 — $85,520 per year.
• In addition to base pay, eligible employees may receive discretionary or formulaic incentives.
• Benefits may include medical, dental & vision coverage, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Package details may vary by jurisdiction and hire date.

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Why Apply

• Join a branch-focused retail banking team in Campbell, CA, with clear growth and sales-development pathways.
• Work in a role that blends client service, sales, and compliance — ideal for candidates building a banking career and maintaining NMLS/SAFE Act credentials.
• Access additional matched opportunities through the Careertakes platform.

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Other Information

• Job family: Consumer Sales — Branch Sales.
• Time type: Full time.
• Anticipated posting close date: Oct 13, 2026.
• Automated processing and AI may be used to assist with application review; final hiring decisions are made by people.

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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.