Personal Banker SAFE Act - Larchmont Branch
The Personal Banker SAFE Act at Confidential Client is an entry-level 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 business credit requests under $250K, cross-selling financial products, coaching branch staff, and ensuring compliance with banking regulations to safeguard the firm's reputation.
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
This entry-level Personal Banker (SAFE Act) will work from a branch location in Larchmont, NY to grow customer relationships, support account openings, cross-sell relevant products, and assist small-business clients. You’ll deliver excellent client service, help meet branch sales goals, and support teller and branch staff with product knowledge and referrals — all while following applicable policies and regulatory requirements.
Responsibilities
- Work with small-business credit requests under $250K; identify and refer larger lending opportunities
- Cross-sell treasury, deposit, and other small-business products to deepen relationships
- Build referral pipelines through Centers of Influence (COIs) and Member‑Get‑Member (MGM) programs
- Proactively call and meet customers to acquire new relationships and deepen existing ones
- Coach tellers and branch colleagues on products, promotions, and client needs; make appropriate referrals
- Educate clients about digital and in‑branch service channels and present product/financial solutions
- Follow the client onboarding and account-opening procedures accurately
- Adhere to all policies, laws, regulations, and internal controls; escalate and report compliance or control issues promptly
Qualifications
- 0–2 years of relevant experience; banking, retail, or sales experience preferred
- Familiarity with retail and small-business banking products and sales processes
- Knowledge of Smart Banking tools and digital channels
- NMLS registration and SAFE Act compliance required
- Strong written and verbal communication skills
- Customer-focused, reliable, and able to work in a team-oriented branch environment
Education
- Bachelor’s degree or equivalent experience preferred
Compensation & Benefits
- Primary location full-time salary range: $61,280 — $85,520 (annual)
- In addition to base pay, eligible employees may receive discretionary and formulaic incentive or retention awards
- Benefits may include medical, dental, vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off — actual offerings vary by jurisdiction and hire date
What We Value
- Customer-first mindset and professional integrity
- Sales aptitude with an ability to uncover client needs
- Detail orientation and strong organizational skills
- Ability to learn banking systems and follow compliance requirements
Job Details
- Employment type: Full time
- Primary location: Larchmont, NY (on-site, branch-based)
- Anticipated posting close date: Oct 05, 2026
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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