Personal Banker SAFE Act - East Meadow 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 regulations to safeguard the firm's reputation and assets.
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
This entry-level Personal Banker (SAFE Act) role supports branch sales and client relationship activities at a Confidential Client branch in East Meadow, NY. You will help deliver exceptional client service, identify needs, and drive account growth by cross-selling relevant financial products and services while ensuring compliance with SAFE Act requirements and internal policies.
What you’ll do
- Work with business credit requests under $250,000 and refer larger lending opportunities to appropriate teams.
- Build referral pipelines through Centers of Influence (COIs) and Member Get Member (MGM) initiatives.
- Execute outbound and inbound client outreach to acquire new customers and deepen existing relationships through product cross-sell.
- Coach tellers and branch staff on products, special programs, and referral opportunities.
- Educate clients on digital channels and transactional options; present applicable financial solutions.
- Follow all internal policies, industry regulations and escalate control or compliance issues as needed.
Qualifications
- 0–2 years relevant experience; banking, retail, or sales experience preferred.
- NMLS registration and SAFE Act compliance required.
- Familiarity with Smart Banking tools and digital banking platforms.
- Strong verbal and written communication skills.
- Customer-focused with a consultative sales approach and attention to risk and compliance.
Education
- Bachelor’s degree or equivalent experience preferred.
Compensation & benefits
- Primary location full-time salary range: $61,280 — $85,520 per year.
- In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.
- Typical benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Specific offerings vary by jurisdiction and hire date.
Location & time type
- Primary location: East Meadow, NY (on-site / branch-based)
- Employment type: Full time
Additional details
- This role requires adherence to all applicable federal, state, and local employment and banking regulations.
- The Confidential Client uses automated processing, including AI, as part of candidate matching; hiring decisions are ultimately made by humans.
- Reasonable accommodations are available for applicants with disabilities; please request accommodations as needed.
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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