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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Position overview

This entry-level Personal Banker (SAFE Act) role supports branch sales and client service activities to grow consumer and small-business relationships. You will work with branch teams to identify client needs, deliver excellent service, and cross-sell relevant financial products while staying SAFE Act compliant.

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Key Responsibilities

• 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 channels through Centers of Influence (COIs) and Member-Get-Member programs
• Execute outbound and inbound client outreach to acquire new relationships and grow existing accounts
• Coach tellers and branch staff on products, promotions, and client referral opportunities
• Educate clients on service and digital channels and leverage technology/marketing tools to surface offers
• Present product offers and financial solutions aligned to client needs
• Follow Confidential Client policies, controls and regulatory requirements; assess risk and escalate issues transparently

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Qualifications

• 0–2 years relevant experience; banking, retail, or sales experience preferred
• NMLS registration and SAFE Act compliance required
• Familiarity with modern digital/smart banking tools and branch technologies
• Strong written and verbal communication skills
• Comfortable with outbound calling and consultative sales conversations

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Education

• Bachelor’s degree or equivalent experience

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Compensation & Benefits

• Primary location full-time salary range: $61,280 — $85,520 per year
• (Estimated pay for similar roles: ~$88,749/year)
• Eligible employees may receive discretionary and formulaic incentive/retention awards
• Benefits may include medical, dental & vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Available offerings may vary by jurisdiction and date of hire.

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Role details

• Time type: Full time
• Job family: Branch Sales / Consumer Sales
• Primary location: Lakeville Estates, NY, United States
• SAFE Act / NMLS: Role requires SAFE Act compliance and NMLS registration

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What makes a strong applicant

• Entry-level candidates who are coachable, sales-oriented, and service-focused
• Demonstrated ability to build rapport and uncover client needs
• Comfortable working in a branch environment and partnering with multiple internal teams
• Willingness to comply with regulatory requirements and elevate control issues as needed

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Recruiter note (Careertakes)

Careertakes is partnering with a Confidential Client to source candidates for this opening. We use best-practice third‑party recruiting methods to present qualified profiles and help you through the interview process. Applicants may be matched to other relevant roles on the Careertakes platform.

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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.