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 (Consumer Banking).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position Overview

Confidential Client is hiring a Personal Banker (SAFE Act) for a branch in SoMa, CA. This is an entry-level/full-time Branch Sales role supporting consumer and small-business clients. Bilingual candidates (Cantonese or Mandarin) are preferred. The role requires SAFE Act compliance and NMLS registration. Salary range: $61,280 - $85,520 per year.

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What You’ll Do

• Assist the branch in executing sales, product, and service activities to grow customer relationships and loyalty
• Handle business credit requests under $250K; identify and refer larger lending opportunities
• Cross-sell treasury and small-business banking products to deepen relationships
• Develop referral pipelines with Centers of Influence (COIs) and Member Get Member (MGM) programs
• Conduct outbound and inbound client engagement to acquire new customers and expand existing accounts
• Coach and guide teller and branch staff on products, promotions, and appropriate customer referrals
• Recognize transaction and service needs; educate clients on digital channels and tools to improve experience
• Present product offers and financial solutions tailored to client needs
• Follow policies, standards, and procedures; assess risk and escalate control or compliance issues responsibly

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Qualifications

• 0–2 years relevant experience (banking, retail, or sales preferred)
• SAFE Act compliant with active NMLS registration required
• Comfortable with Smart Banking tools and branch technologies
• Strong verbal and written communication skills; bilingual (Cantonese or Mandarin) preferred
• Customer-focused with the ability to cross-sell products and build relationships
• Good judgment around risk, compliance, and client confidentiality

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Education & Schedule

• Bachelor’s degree or equivalent experience preferred
• Typical schedule: Monday–Friday 8:30 AM–5:30 PM, with alternating Saturdays 8:30 AM–2:30 PM

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Compensation & Benefits

• Salary range: $61,280 — $85,520 per year (posted)
• In addition to base pay, eligible employees may receive discretionary and formulaic incentives and retention awards
• Typical benefits include medical, dental & vision coverage, 401(k), life/accident/disability insurance, wellness programs, and paid time off; offerings vary by jurisdiction and hire date

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Location & Employment Type

• Primary location: SoMa, CA (San Francisco)
• Employment type: Full time
• Employer: Confidential Client (via Careertakes)

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Notes & Legal

• Reasonable accommodations are available for applicants with disabilities during the hiring process.
• This role requires adherence to applicable local laws (including San Francisco ordinances where applicable).
• Automated tools (including AI) may be used to assist in reviewing applications; humans make final hiring decisions.

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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.