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, Financial Services (Retail Banking).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

---

Role Overview

This entry-level Personal Banker (SAFE Act) role supports branch sales and service activities for a confidential client in the Financial Services (Retail Banking) industry. You will build customer relationships, support small business credit requests under $250K, cross-sell relevant banking products, and help drive exceptional client experiences at the Los Gatos, CA branch.

• Location: Los Gatos, CA (on-site)
• Time type: Full time
• Salary range (Primary Location, full-time): $61,280 – $85,520 per year

---

What You’ll Do

• Work with business credit requests under $250,000 and refer larger lending opportunities to appropriate channels
• Cross-sell small business and consumer banking products, including treasury services where applicable
• Acquire new relationships and deepen existing ones via inbound and outbound client outreach
• Build referral pipelines through Centers of Influence (COIs) and member referral programs
• Coach and guide teller and branch staff on products, promotions, and identifying client needs
• Educate clients on digital and branch channels and use available technology and marketing tools to uncover opportunities
• Follow client onboarding and documentation practices, including SAFE Act/NMLS requirements
• Follow all policies, procedures and compliance standards; escalate and report control issues transparently

---

Who We’re Looking For

• 0–2 years of relevant experience; previous banking, retail or sales experience is a plus
• NMLS registration and SAFE Act compliance (or willingness to obtain/maintain registration as required)
• Strong customer service and client relationship skills
• Clear, concise written and verbal communication skills
• Familiarity with digital banking tools and ability to educate clients on channels and services
• Bachelor’s degree or equivalent experience preferred
• Must be authorized to work in the U.S. and able to meet any background check or regulatory requirements for banking roles

---

Compensation & Benefits

• Base salary range: $61,280 – $85,520 per year (Primary Location, full-time)
• Eligible employees may also receive discretionary or formulaic incentive and retention awards
• Typical benefits may include medical, dental, vision, retirement savings (401k), life/accident/disability insurance, wellness programs, and paid time off. Offerings vary by jurisdiction, job level and date of hire.

---

Location & Work Type

• This role is based in-branch in Los Gatos, CA and requires regular on-site presence for branch coverage, client meetings and daily operations.
• Telecommuting is not the primary job location type for this role.

---

Legal & Hiring Notes

• The role requires SAFE Act compliance and NMLS registration where applicable.
• Reasonable accommodations are available for applicants with disabilities; request accommodations as needed during the recruiting process.
• Final hiring decisions are made by people. The confidential client may use automated tools to help screen applications but will not rely solely on automated decision-making.

---

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.