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.

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What You’ll Do

This entry-level Personal Banker (SAFE Act) role supports branch sales and client service activities to attract and deepen consumer and small-business relationships. Responsibilities include:

• Work with business credit requests under $250,000; identify and refer larger lending opportunities and cross-sell treasury/small business products.
• Build referral opportunities via Centers of Influence (COIs) and Member-Get-Member programs.
• Help grow small-business clients by supporting sales plans targeted at the branch Book of Business.
• Perform client outreach (inbound and outbound), open new relationships, and cross-sell relevant financial products while delivering an excellent client experience.
• Coach and advise tellers and branch staff on products, promotions, and client referral opportunities.
• Identify client transaction and channel needs; educate customers on service and digital channels and present financial solutions.
• Follow company policies and regulatory requirements; assess and escalate risk, and help safeguard the firm, its clients and assets.

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Qualifications

• 0–2 years relevant experience; previous banking, retail or sales experience preferred.
• NMLS registration and SAFE Act compliance required.
• Familiarity with digital/“smart” banking tools and sales-driven branch workflows.
• Strong written and verbal communication skills; customer-focused mindset.
• Bachelor’s degree or equivalent experience preferred.
• Demonstrated ability to follow policies, exercise sound judgement, and escalate control issues when needed.

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What We Offer

• Primary location full-time salary range: $61,280.00 - $85,520.00 per year (range provided by the hiring organization).
• Competitive benefits may include medical, dental & vision coverage, 401(k), life/accident/disability insurance, paid time off, and incentive opportunities (programs vary by location and eligibility).
• Training and development to support SAFE Act/NMLS responsibilities and branch sales skills.
• A supportive, compliance-focused work environment with opportunities to grow in branch sales and small-business banking.

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Location & Employment Type

• Location: Ny State Campus, NY (this listing uses the authoritative job location).
• Employment type: Full time.
• This role requires NMLS registration and compliance with SAFE Act rules. Candidates must be legally authorized to work in the United States.

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Additional Details

• Job family group: Consumer Sales — Job family: Branch Sales.
• This job description provides a high-level overview; other job-related duties may be assigned.
• Confidential Client is an equal opportunity employer and considers qualified applicants without regard to protected characteristics. Reasonable accommodations are available for applicants with disabilities; request details during the hiring process.

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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.