Personal Banker SAFE Act, San Fernando, California Area Branches, Officer
The Personal Banker SAFE Act role is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual consumer clients. The position involves managing small business credit requests, cross-selling financial products, developing referral opportunities, and delivering exceptional client service while ensuring compliance with regulatory and company policies.
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
As a Personal Banker (SAFE Act) you will help grow and deepen customer relationships at the Lakeville Estates branch by delivering excellent client service, identifying needs, and recommending appropriate financial products and services.
- Work with small business credit requests under $250,000 and refer larger lending opportunities
- Cross-sell treasury, deposit, and related small-business products
- Build referral opportunities through Centers of Influence (COIs) and Member-Get-Member programs
- Support strategies to grow a targeted Book of Business and implement sales plans
- Conduct outbound and inbound client outreach to acquire new clients and deepen existing relationships
- Coach tellers and branch staff on product features and referral opportunities
- Educate clients on service and digital channels and use technology/marketing tools to uncover sales opportunities
- Present product offers and tailored financial solutions while delivering remarkable client experience
- Follow Confidential Client policies, standards, and procedures when assessing risk and making business decisions
Qualifications
- 0–2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Familiarity with smart banking tools and digital channels
- NMLS registration; SAFE Act compliant
- Strong written and verbal communication skills
- Customer-focused with the ability to identify needs and recommend solutions
- Sound ethical judgment and the ability to escalate and report control issues transparently
Education
- Bachelor’s degree or equivalent experience
Compensation & Benefits
- Full-time salary range: $58,190 — $81,210 per year (range provided by Confidential Client)
- Eligible employees may also receive discretionary and formulaic incentive and retention awards
- Benefits may include medical, dental & vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off (offerings vary by jurisdiction and hire date)
Location & Employment Type
- Location: Lakeville Estates, NY (on-site)
- Employment type: Full time
Other Information
- This description provides a high-level review of typical responsibilities; other job-related duties may be assigned as required.
- Automated processing (including AI tools) may be used to help identify matched candidates; final hiring decisions are made by humans.
- Reasonable accommodations are available for applicants with disabilities throughout the application process.
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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