Personal Banker SAFE Act - Beford Village Branch
The Personal Banker SAFE Act role is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual consumer clients. This role involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations to safeguard the Confidential Client'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
- Work with small business credit requests under $250,000; recognize and refer larger lending opportunities.
- Cross-sell treasury and related small business products to deepen client relationships.
- Build referral pipelines through Centers of Influence (COIs) and Member Get Member (MGM) programs.
- Support strategies to grow small business clients and execute targeted sales plans for your book of business.
- Deliver exceptional client service via inbound and outbound calls to acquire new relationships and expand existing ones.
- Coach and support tellers and branch staff on product offerings, special programs, and appropriate client referrals.
- Identify client transaction needs and educate customers on service and digital channels; use marketing and technology tools to present product offers and financial solutions.
- Follow policies, standards and internal procedures; assess risk and escalate control issues transparently to protect the firm, its clients, and assets.
Qualifications
- 0–2 years of relevant experience.
- Previous experience in banking, retail, or sales is preferred.
- Familiarity with Smart Banking tools and digital customer channels.
- NMLS registration and SAFE Act compliance required.
- Strong written and verbal communication skills.
- Demonstrates sound ethical judgment and adherence to compliance and risk controls.
Education
- Bachelor’s degree (or university degree) or equivalent experience.
Compensation & Benefits
- Salary range: $61,280 — $85,520 per year (full-time).
- In addition to base salary, eligible employees may receive discretionary and formulaic incentives and retention awards.
- Benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off (vacation, sick leave, paid holidays). Available offerings may vary by jurisdiction, job level, and date of hire.
Location & Time Type
- Primary location: New York, NY (on-site / branch-based).
- Time type: Full time.
Additional Information
- Anticipated posting close date: Sep 16, 2026.
- This role uses automated processing and AI for candidate matching and screening to support hiring decisions. Final hiring decisions are made by people.
- This job description provides a high-level overview of typical duties; additional job-related tasks may be assigned as needed.
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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