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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Overview

Confidential Client is seeking an entry-level Personal Banker (SAFE Act) to join their branch sales team in Fort Lee, NJ. This role focuses on delivering exceptional client service, supporting sales efforts, and growing relationships with individual and small business customers. The position is SAFE Act compliant and requires NMLS registration.

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What You’ll Do

• Work with business credit requests under $250,000 and identify/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) programs.
• Support sales plans and outreach to grow assigned Book of Business customers.
• Deliver exceptional client service via inbound and outbound calls and in-branch interactions.
• Coach and guide tellers and branch staff on products, special programs and appropriate referrals.
• Educate clients on service and digital channels; leverage technology and marketing tools to uncover opportunities.
• Present product offers and financial solutions that match client needs.
• Follow Confidential Client policies, procedures and applicable laws and regulations; escalate and report control issues transparently.
• Appropriately assess and manage risk while protecting the firm’s reputation, clients and assets.

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Qualifications

• 0–2 years of relevant experience; previous banking, retail or sales experience preferred.
• Knowledge of smart banking tools and digital technologies.
• NMLS registration and SAFE Act compliance required.
• Strong written and verbal communication skills.
• Customer-focused with proven ability to build rapport and sell products/services ethically.
• Ability to work effectively in a team and coach peers.

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Education & Experience

• Bachelor’s degree or equivalent experience preferred.
• Relevant on-the-job training for SAFE Act and NMLS requirements will be expected/maintained.

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Compensation & Benefits

• Primary location full-time salary range: $61,280.00 - $85,520.00 per year.
• In addition to salary, eligible employees may receive discretionary and formulaic incentive/retention awards.
• Benefits may include medical, dental & vision coverage; 401(k); life, accident and disability insurance; wellness programs; and paid time off. Available offerings may vary by jurisdiction and hire date.

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Location

• Fort Lee, New Jersey (onsite, branch-based role)

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Equal Employment & Accommodations

Confidential Client and Careertakes are committed to equal employment opportunity. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or other protected characteristics. If you require a reasonable accommodation during the application or hiring process, please notify us.

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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.