Personal Banker SAFE Act - North Lindenhurst Branch
The Personal Banker SAFE Act role at Confidential Client is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual consumer clients. The role involves managing small business credit requests, cross-selling financial products, developing referral opportunities, and ensuring compliance with banking policies and regulations while delivering exceptional client experiences.
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 (Financial Services).
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) is an entry-level branch sales role focused on delivering excellent client service while supporting branch sales goals and small-business needs.
- Work with business credit requests under $250,000; identify and refer larger lending opportunities.
- Cross-sell treasury and small-business products to deepen relationships and grow the book of business.
- Generate referral opportunities through Centers of Influence (COIs) and the Member-Get-Member (MGM) program.
- Conduct inbound and outbound client outreach to acquire new relationships and expand existing ones.
- Coach tellers and branch staff on product features, special programs and appropriate referral paths.
- Educate clients on branch, digital, and self-service channels to improve adoption and satisfaction.
- Use available marketing and digital tools to identify client needs and present relevant financial solutions.
- Follow client onboarding, documentation, and compliance procedures; assess and escalate risk and control issues when needed.
- Deliver a consistent, compliant, client-first experience that protects the firm, clients, and assets.
Qualifications
- 0–2 years of relevant experience; prior banking, retail, or sales experience preferred.
- NMLS registration and SAFE Act compliance (required).
- Familiarity with smart banking tools, digital channels and branch systems.
- Strong verbal and written communication skills; client-focused and results-oriented.
- Ability to identify referral and cross-sell opportunities and act on them professionally and ethically.
Education
- Bachelor’s degree or equivalent experience preferred.
Compensation & Benefits
- Salary range (full-time): $61,280 — $85,520 per year.
- In addition to base pay, the Confidential Client may offer discretionary/formulaic incentives, retention awards, and a benefits package that may include medical, dental, vision, retirement, life/AD&D coverage, paid time off, and other programs. Available offerings vary by jurisdiction, job level and hire date.
Location & Schedule
- Primary location: Lindenhurst, NY (onsite, branch-based).
- Time type: Full time.
Why This Role Is a Good Fit
- Ideal for early-career candidates who want hands-on branch experience and a clear path into retail and small-business banking.
- Opportunity to develop sales, credit-awareness, customer coaching and digital-adoption skills in a regulated financial-services environment.
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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