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

The Personal Banker SAFE Act (entry-level) supports branch sales, service and customer relationship activities to grow consumer and small business relationships. Day-to-day responsibilities include:

• Work with small business credit requests under $250,000 and identify/refer larger lending opportunities.
• Cross-sell treasury, deposit and other small business products to deepen client relationships.
• Build referral opportunities through Centers of Influence (COIs) and Member Get Member (MGM) programs.
• Support development and execution of targeted sales strategies to grow assigned book of business.
• Deliver proactive client outreach (outbound/inbound calls) to acquire new relationships and deepen existing relationships through appropriate product offers.
• Coach and advise tellers and branch staff on product features, programs and referral opportunities.
• Identify client transaction and service needs; educate clients on digital and self-service channels and leverage technology and marketing tools to uncover opportunities.
• Present product offers and financial solutions while delivering a remarkable client experience.
• Follow Confidential Client policies, procedures and risk controls; exercise sound ethical judgment and escalate control issues transparently.
• Comply with applicable laws and regulations and appropriately assess risk in business decisions.

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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 modern digital/smart banking tools and technologies.
• Strong verbal and written communication skills; customer-focused mindset.
• Ability to analyze client needs and recommend appropriate products and services.
• Excellent organizational skills and ability to work in a fast-paced branch environment.

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Education

• Bachelor’s degree or university degree preferred — or equivalent experience.

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Compensation & Benefits

• Base salary range (Full Time): $61,280.00 - $85,520.00 per year.
• In addition to base pay, eligible employees may receive discretionary and formulaic incentive and retention awards.
• Benefits may include medical, dental & vision coverage; 401(k); life, accident and disability insurance; paid time off and paid holidays. Benefit offerings vary by jurisdiction and hire date.
• Confidential Client is committed to providing reasonable accommodations for applicants and employees with disabilities.

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Job Details

• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Time Type: Full time
• Primary Location: South Norwalk, CT, United States
• Anticipated Posting Close Date: Aug 28, 2026

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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.