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 / Consumer Banking).

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

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What You’ll Do

The Personal Banker (SAFE Act) will build and deepen consumer and small-business relationships at a branch location in Muir Woods, CA. This entry-level sales role focuses on delivering exceptional client service while promoting deposit, lending and digital banking solutions. You'll work directly with customers and branch teammates to grow accounts, coach staff on products, and identify cross-sell opportunities.

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Key Responsibilities

• Work with business credit requests under $250,000; recognize and refer larger lending opportunities.
• Cross-sell treasury and small-business products and services.
• Build referral opportunities through Centers of Influence (COIs) and Member-Get-Member programs.
• Execute sales plans and strategies to grow assigned Book of Business.
• Conduct inbound/outbound calls and in‑branch conversations to acquire new customers and deepen existing relationships.
• Coach tellers and branch staff on products, programs, and client needs; provide appropriate referrals.
• Educate clients on service and digital channels and use marketing/technology tools to surface offers.
• Follow internal policies, assess risk appropriately, and escalate control issues with transparency.
• Maintain NMLS registration and SAFE Act compliance where required.

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Qualifications

• 0–2 years of relevant experience; prior banking, retail or sales experience preferred.
• Strong verbal and written communication skills.
• Familiarity with digital/smart banking tools and branch sales processes.
• NMLS registration; SAFE Act compliant.
• Bachelor’s degree preferred or equivalent experience.
• Customer-focused, ethical, and able to follow regulatory and policy requirements.

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Location & Time Type

• Primary location: Muir Woods, CA (On-site, Full‑time).
• Employment type: Full‑time.

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Compensation & Benefits

• Full Time Salary Range (primary location): $61,280 — $85,520 per year.
• In addition to salary, the Confidential Client may offer discretionary and formulaic incentive and retention awards where eligible.
• Typical benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; paid time off; and wellness programs. Specific offerings vary by jurisdiction, job level and date of hire.

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Why Join

• Start or grow a career in consumer and small-business banking with strong coaching and sales processes.
• Hands-on experience with retail banking operations, lending intake under $250K, and cross-sell programs.
• Work in a customer-facing role where relationship-building and digital-adoption coaching drive success.

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How We Hire

Careertakes uses best-practice third-party recruiting processes to present qualified candidates to our client. Automated tools, including AI, may assist screening to match skills to the role, but hiring decisions are made by people. Reasonable accommodations are available for applicants with disabilities — contact Careertakes for details.

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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.