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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About the Role

This is an entry-level Personal Banker role (SAFE Act / NMLS-compliant) supporting branch sales and client service activities. You will help deepen customer relationships, execute cross-sell strategies, and support small-business and consumer banking needs while delivering excellent client experience for our confidential client.

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Responsibilities

• Work with small-business credit requests under $250,000 and identify/refer larger lending opportunities
• Cross-sell treasury and related small-business products and services
• Build referral pipelines through Centers of Influence (COIs) and Member Get Member (MGM) programs
• Support sales plans targeting your Book of Business and assist in client acquisition and retention activities
• Make outbound and handle inbound calls to develop new relationships and deepen existing client relationships
• Coach and support tellers and branch staff on product features, programs, and appropriate referrals
• Identify client transactional and channel needs; educate on digital channels and tools to uncover opportunities
• Present suitable product offers and financial solutions based on client needs
• Comply with client policies, procedures and applicable laws; escalate and report control issues with transparency
• Appropriately assess risk and safeguard client and firm assets when making business decisions

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Qualifications

• 0–2 years relevant experience; banking, retail or sales experience preferred
• NMLS registration and SAFE Act compliance required
• Familiarity with Smart Banking tools and digital channels
• Clear and concise written and verbal communication skills
• Strong customer service orientation and ability to build relationships
• Comfortable with outbound sales activity and measurable performance goals

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Education

• Bachelor's degree or equivalent experience preferred

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Compensation & Benefits

• Full-time salary range: $61,280 – $85,520 per year
• Eligible employees may receive incentive/retention awards in addition to base pay
• Typical benefits may include medical, dental & vision, 401(k) options, life and disability insurance, paid time off, and holiday pay. Specific offerings vary by jurisdiction and job level.

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What We Value

• Client-first mindset with focus on exceptional service
• Ethical decision-making and adherence to compliance standards
• Team collaboration and coaching mindset
• Results-oriented approach to cross-sell and relationship growth

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Additional Information

• Job family: Branch Sales / Consumer Sales
• Employment type: Full-time
• Location: Rye, NY (on-site / branch)
• Anticipated posting close or review date is shown on the original posting; please review for up-to-date timelines
• Automated tools may be used to screen and match applicants; 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.