Personal Banker SAFE Act - Princess Bay Branch
The Personal Banker SAFE Act role at Confidential Client is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual and small business clients. The role involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations to safeguard the firm's reputation.
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.
Position overview
Confidential Client is hiring a Personal Banker (SAFE Act) for a branch in Staten Island, NY. This entry-level branch sales role focuses on delivering excellent client service, growing relationships through cross-sell and referrals, supporting small-business credit requests under $250K, and helping branch staff identify and serve client financial needs while remaining Safe Act / NMLS compliant.
Responsibilities
- Work with small business credit requests under $250,000; recognize and refer larger lending opportunities
- Cross-sell treasury and related small-business products and services
- Build referral opportunities through Centers of Influence (COIs) and Member-Get-Member programs
- Support strategies to grow the small-business book of business and execute targeted sales plans
- Deliver exceptional client service via inbound and outbound calls and in-branch interactions
- Coach Tellers and branch staff on products, promotions, and identifying client needs for referrals
- Educate clients on service channels and digital tools; present appropriate product offers and financial solutions
- Use technology and marketing tools to identify sales opportunities and deepen relationships
- Follow Confidential Client policies, procedures, and compliance requirements; escalate control issues transparently
- Apply sound ethical judgment and appropriately assess risk in business decisions
Qualifications
- 0–2 years relevant experience; previous banking, retail, or sales experience preferred
- Knowledge of branch and digital banking tools and technologies
- NMLS registration & SAFE Act compliance required
- Strong written and verbal communication skills
- Customer-service orientation with a consultative sales approach
- Ability to work in a fast-paced branch environment and collaborate with teammates
Education
- Bachelor’s degree or equivalent experience preferred
Compensation & benefits
- Primary location full-time salary range (Staten Island, NY): $61,280 – $85,520 per year
- In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards
- Typical benefits (may vary by jurisdiction and hire date): medical, dental & vision; 401(k); life, accident & disability coverage; paid time off and paid holidays; wellness programs
Additional details
- Job family group: Consumer Sales
- Job family: Branch Sales
- Time type: Full time
- SAFE Act / NMLS registration: required
- Expected duties may be adjusted; other job-related duties may be assigned as required
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.
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