Personal Banker SAFE Act - Chelsea Branch
The Personal Banker SAFE Act at Confidential Client is an entry-level full-time 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 small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations to safeguard the firm's reputation and assets.
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
The Personal Banker (SAFE Act) is an entry-level branch role focused on building strong customer relationships and growing retail and small business accounts. You will work alongside branch staff to deliver excellent client service, identify sales opportunities, and support everyday banking needs.
- Work with business credit requests under $250,000; identify and refer larger lending opportunities
- Cross-sell treasury and small-business products to deepen client relationships
- Build referral pipelines via Centers of Influence (COIs) and Member Get Member (MGM) programs
- Execute outbound and inbound client outreach to acquire new customers and expand existing accounts
- Coach tellers and branch staff on products, promotions, and identifying client needs
- Educate clients on digital channels and service options; present appropriate product offers and solutions
- Follow all policies, standards and procedures; escalate and report control issues responsibly
- Apply sound ethical judgment and assess risk in business decision-making
Qualifications
- 0–2 years relevant experience; previous banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance where required
- Familiarity with smart banking tools and digital channels
- Clear, concise written and verbal communication skills
- Customer-focused, with strong cross-selling and relationship-building ability
Education
- Bachelor's degree or equivalent experience
Compensation & Benefits
- Primary location full-time salary range: $61,280 — $85,520 per year (provided by the client)
- In addition to base pay, eligible employees may receive discretionary or formulaic incentive/retention awards and benefits such as medical, dental & vision coverage, 401(k), life/accident/disability insurance, and paid time off. Offerings may vary by jurisdiction and job level.
How We Hire (Careertakes + Confidential Client)
Careertakes uses third-party recruiting best practices to present qualified candidates to our client. If you are selected, the confidential client will make the final hiring decision and handle employment. You may be matched to other suitable roles through the Careertakes platform.
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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