Personal Banker SAFE Act -Bedford Village 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 to individual and small business clients. The position involves managing small business credit requests, cross-selling financial products, delivering exceptional client service, and ensuring compliance with banking policies and regulations.
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
This entry-level Branch Personal Banker role (SAFE Act) supports branch sales and client service activities to grow relationships and deepen product penetration. You will work with individual and small-business clients to identify needs, recommend solutions, and help the branch achieve sales goals while delivering an outstanding client experience.
- Work with small-business credit requests under $250,000; identify and refer larger lending opportunities
- Cross-sell treasury and related small-business products to grow client relationships
- Build referral sources via Centers of Influence (COIs) and Member Get Member (MGM) programs
- Conduct outbound and inbound calls to acquire new clients and deepen existing relationships
- Coach tellers and branch staff on products, special programs, and referral opportunities
- Educate clients on digital channels and leverage technology and marketing tools to uncover offers
- Follow internal policies and regulatory requirements; escalate control issues and risks when appropriate
Qualifications
- 0–2 years of relevant experience; banking, retail, or sales experience preferred
- NMLS registration and SAFE Act compliance required
- Knowledge of retail and small-business banking products and Smart Banking tools
- Strong written and verbal communication skills
- Customer-focused with an ability to identify sales opportunities and deliver solutions
Education
- Bachelor’s degree or equivalent experience preferred
Compensation & Benefits
- Primary location full-time salary range: $61,280.00 - $85,520.00 (annual)
- In addition to base salary, eligible employees may receive discretionary or formulaic incentive awards. Benefits may include medical, dental, vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Offerings vary by jurisdiction and eligibility.
Location & Work Type
- Primary location: Ny State Campus, NY
- Employment type: Full-time (branch-based role)
Other Information
- This job description provides a high-level overview; additional duties may be assigned.
- Applicants may be screened with automated tools to match skills to roles; final decisions are made by people.
- Our client is committed to complying with applicable laws and regulations, and to responsible risk management and ethical business conduct.
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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