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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Position summary

Confidential Client is seeking an entry-level Personal Banker (SAFE Act) to join a branch team in Staten Island, NY. This role focuses on delivering exceptional client service, growing consumer and small-business relationships, and supporting branch sales initiatives. NMLS SAFE Act compliance/registration is required.

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Key responsibilities

The day-to-day responsibilities include:

• Work with business credit requests under $250,000 and refer larger lending opportunities
• Cross-sell treasury, small-business and consumer banking products to deepen relationships
• Build referral opportunities through Centers of Influence (COIs) and Member-Get-Member programs
• Deliver outbound and inbound client outreach to acquire and deepen relationships
• Coach and guide teller and branch staff on product knowledge and client referrals
• Educate clients on all service and digital channels and use technology/marketing tools to identify opportunities
• Present appropriate financial solutions while maintaining an outstanding client experience
• Follow Confidential Client policies, comply with applicable laws and regulations, and escalate control issues as needed

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Qualifications

• 0–2 years relevant experience (banking, retail, or sales experience preferred)
• NMLS registration; SAFE Act compliant
• Familiarity with Smart Banking tools and digital channels
• Strong verbal and written communication skills
• Customer-service orientation and sales aptitude
• Ability to assess risk and act with sound ethical judgment

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Education

• Bachelor’s degree or equivalent experience preferred

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Employment details & compensation

• Time type: Full time
• Primary location: Staten Island, NY (on-site / branch-based)
• Salary range (provided by source): $61,280 — $85,520 per year (base). In addition to base pay, eligible employees may receive incentive or retention awards and participate in benefit programs. This posting complies with applicable pay-transparency requirements for New York.

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Benefits (high level)

Confidential Client may offer medical, dental & vision plans, retirement savings options, paid time off, disability/ life benefits, and wellness programs. Specific benefits and eligibility vary by location and hire date.

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Notes

• This is an entry-level, client-facing branch sales role that requires SAFE Act compliance and NMLS registration.
• Day-to-day duties may change; other related tasks may be assigned.
• Reasonable accommodations are available for applicants with disabilities.

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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.