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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Key Responsibilities

• Work with business credit requests under $250,000; recognize and refer larger lending opportunities and cross-sell treasury and related small business products.
• Build referral business through Centers of Influence (COIs) and the Member Get Member (MGM) program.
• Assist with strategies to grow small business clients and implement targeted sales plans for a book of business.
• Deliver excellent client service through outbound and inbound calls to acquire and deepen relationships via cross-sell of relevant products and services.
• Coach and guide tellers and other branch staff on products, special programs, and appropriate client referrals.
• Recognize client transaction needs; educate clients on service and digital channels; leverage technology and marketing tools to uncover opportunities and present product offers/financial solutions.
• Understand and comply with Confidential Client policies, standards and procedures.
• Assess risk appropriately in business decisions, protect the firm’s reputation and assets, and escalate, manage and report control issues transparently.

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What You’ll Bring (Qualifications)

• 0–2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of smart banking tools and technologies.
• NMLS registration; SAFE Act compliant.
• Clear and concise written and verbal communication skills.

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Education

• Bachelor’s degree, university degree, or equivalent experience.

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Compensation & Benefits

• Primary full-time salary range: $61,280 — $85,520 per year.
• In addition to salary, the Confidential Client’s offerings may include discretionary and formulaic incentive and retention awards (where eligible), and competitive benefits such as medical, dental & vision coverage, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Available offerings may vary by jurisdiction, job level, and date of hire.

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Additional Information

• This is an entry-level branch sales role focused on consumer and small business relationships.
• This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
• Applicants may be screened using automated tools; final hiring decisions are made by people.

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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.