Personal Banker SAFE Act - Chappaqua 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'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
This is an entry-level branch role focused on delivering outstanding client service while supporting sales and small-business banking initiatives. You will:
- Support branch sales and service activities to acquire and deepen consumer and small-business relationships
- Work with business credit requests under $250,000 and identify/referral opportunities for larger lending needs
- Cross-sell retail and small-business products (deposits, cards, treasury services) to meet customer needs
- Conduct inbound and outbound client outreach to grow relationships and convert opportunities
- Coach and partner with tellers and branch staff on products, programs, and referral processes
- Educate clients on digital and self-service channels and leverage marketing and technology tools to uncover opportunities
- Follow policies, procedures, and risk/compliance guidelines to protect the firm, clients, and assets
Qualifications
- 0–2 years of relevant experience; previous banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance required (or ability to obtain/maintain)
- Familiarity with retail/branch banking tools and digital channels (Smart Banking tools)
- Strong verbal and written communication skills; customer-focused and coachable
- Good judgement with an ability to assess risk and follow regulatory/compliance requirements
Education
- Bachelor’s degree or equivalent experience preferred
Compensation & Benefits
- Salary range (Full-time): $61,280 – $85,520 per year (paid annually) — provided in compliance with state pay-transparency laws
- In addition to base salary, eligible employees may have access to incentive or retention awards, and standard benefits such as medical, dental & vision coverage, 401(k), life/accident/disability insurance, paid time off, and paid holidays. Benefits and eligibility may vary by jurisdiction and hire date.
Location & Employment Type
- Primary location: Chappaqua, NY (onsite at the branch)
- Employment type: Full‑time
Why Apply via Careertakes
Careertakes acts as a trusted third-party recruiting partner for this opening. We help match your profile to this role and other relevant opportunities while protecting candidate privacy. If selected, you will be employed directly by our client (Sales).
Additional Details
- Job family group: Consumer Sales
- Job family: Branch Sales
- Anticipated posting close date (source): 2026-10-08
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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