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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What You’ll Do

This entry-level Personal Banker role supports branch sales and client service activities to build lasting customer relationships and grow individual and small business banking revenue. You will work as part of the branch team to identify client needs, recommend products, and coach frontline staff.

• Work with business credit requests under $250,000 and refer larger opportunities to specialists
• Cross-sell treasury, lending, and related small business products to deepen customer relationships
• Build referral pipelines via Centers of Influence (COIs) and Member Get Member (MGM) programs
• Support outbound and inbound client outreach to acquire new clients and expand existing relationships
• Coach tellers and branch staff on products, campaigns, and referral opportunities
• Educate clients on self-service and digital channels and use available technology/marketing tools to identify product-fit opportunities
• Present appropriate financial solutions while protecting client interests and client data
• Follow Confidential Client policies, standards and procedures; escalate and report control issues when needed

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Qualifications

• 0–2 years of relevant experience; previous banking, retail, or sales experience preferred
• NMLS registration and SAFE Act compliance as required
• Familiarity with Smart Banking tools and digital channels
• Strong written and verbal communication skills
• Demonstrated ability to assess risk and apply sound ethical judgment

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Education

• Bachelor’s Degree or equivalent work experience

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Compensation & Benefits

• Primary location full-time salary range: $61,280 – $85,520 per year
• In addition to salary, eligible employees may receive discretionary/formulaic incentive and retention awards
• Typical benefits may include medical, dental & vision coverage; 401(k); life, accident & disability insurance; paid time off and holiday schedules (offerings vary by jurisdiction and job level)

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Additional Information

• Job family: Consumer Sales — Branch Sales
• Employment type: Full-time
• This role requires attention to compliance with applicable laws, regulations, and internal policy. Confidential Client uses automated processing (including AI-assisted screening) for legitimate business purposes, but hiring decisions are made by people.
• Local/state hiring notices and accommodation information will be provided as required.

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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.