Personal Banker SAFE Act, Pruneridge Branch, Officer
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 regulatory and company policies 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.
What You’ll Do
The Personal Banker (SAFE Act) supports branch sales and service activities focused on consumer and small-business clients. You will work as part of the branch team to grow relationships, identify client needs, and refer appropriate products and services.
- Work with business credit requests under $250,000 and identify/refer larger lending opportunities
- Cross-sell deposit, treasury and related small-business products
- Build referral channels through Centers of Influence (COIs) and Member-Get-Member programs
- Acquire new relationships and deepen existing ones via outbound and inbound client outreach
- Educate clients on digital and branch service channels and demonstrate Smart Banking tools
- Coach tellers and branch staff on product features and special programs to improve client outcomes
- Present product offers and tailored financial solutions while delivering excellent client service
- Follow internal policies and compliance requirements; appropriately assess and escalate risk or control issues
Qualifications
- 0–2 years relevant experience; entry-level candidates encouraged
- Previous banking, retail or sales experience preferred
- NMLS registration and SAFE Act compliance required
- Comfortable using digital banking tools and CRM/sales platforms
- Strong verbal and written communication skills
- Customer-focused with the ability to identify cross-sell opportunities and build rapport
- Demonstrated integrity, sound judgment, and adherence to policies and regulations
Education & Job Details
- Bachelor’s degree or equivalent experience
- Time Type: Full time
- Primary location: Holy, CA (Holy, California, United States)
- Salary range (Full time): $61,280.00 - $85,520.00 (USD, annual)
Compensation & Benefits
- Competitive base salary range listed above
- Potential eligibility for discretionary and formulaic incentives
- Typical benefits may include medical, dental & vision, 401(k), life/accident/disability insurance, and wellness programs (offerings vary by jurisdiction and hire date)
- Paid time off, sick leave and paid holidays (details provided by Confidential Client upon hire)
About the Industry
This role sits in Sales, focusing on branch/consumer and small-business banking. The position blends relationship building, product knowledge, and regulatory compliance to grow client relationships and book-of-business.
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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