Personal Banker SAFE Act - Manhattan Area
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 and small business clients. The role involves managing small business credit requests, developing referral opportunities, coaching branch staff, and ensuring compliance with banking policies and regulations to deliver 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, Banking & Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This entry-level Personal Banker (SAFE Act) will support branch sales and service activities for consumer and small-business clients in New York, NY. You will build client relationships, assist with small business credit requests under $250K, cross-sell relevant products, and help deliver a remarkable client experience using digital and in-branch tools.
- Work with business credit requests under $250,000; recognize and refer larger lending opportunities
- Cross-sell treasury, deposit, and other small business products
- Generate referral opportunities through Centers of Influence (COIs) and Member Get Member (MGM) programs
- Execute outbound and inbound client outreach to acquire new relationships and deepen existing ones
- Coach tellers and branch staff on product features, promotions, and client referral strategies
- Educate clients on digital channels, Smart Banking tools, and transaction/service options
- Use branch CRM and marketing tools to uncover client needs and present product/financial solutions
- Follow all policies and escalate compliance or control issues with transparency
Qualifications
- 0–2 years relevant experience; banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance required (or ability to obtain immediately upon hire)
- Knowledge of digital banking/Smart Banking tools and branch systems
- Strong written and verbal communication skills
- Customer-focused with demonstrated ability to build relationships and cross-sell services
- Sound ethical judgment and ability to follow policies and regulatory requirements
Education & Employment Type
- Bachelor’s degree or equivalent experience preferred
- Employment type: Full-time
Compensation & Benefits
- Primary location full-time salary range: $61,280 — $85,520 per year
- In addition to salary, eligible employees may receive discretionary and formulaic incentives. Benefits may include medical, dental & vision, 401(k), life and disability insurance, paid time off, and other programs. Offerings vary by jurisdiction and job level.
Other Details & Job Family
- Job family group: Consumer Sales
- Job family: Branch Sales
- Primary location: New York, NY (New York County)
Automated Processing & Applicant Privacy
Careertakes and our client may use automated processing, including AI-assisted resume screening, to identify and align candidate skills to this role. These tools support — but do not replace — human review. Final hiring decisions are made by people. If you need a reasonable accommodation during the recruiting process, please let us know.
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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