Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, East Broward Area, Officer
The Personal Banker SAFE Act role is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual consumer clients. This position involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations. Bilingual English/Spanish skills and NMLS registration are preferred to effectively serve a diverse client base in the East Broward area.
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 / Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This entry-level Personal Banker (SAFE Act) role supports branch sales and customer service activities to build loyalty, deepen relationships, and grow consumer and small-business relationships for our confidential client.
- Work with business credit requests under $250,000 and identify/refer larger lending opportunities
- Cross-sell treasury, small-business and consumer banking products and services
- Build referral pipelines through Centers of Influence (COIs) and Member-Get-Member (MGM) programs
- Execute outbound and inbound client outreach to acquire new relationships and deepen existing ones
- Coach and support tellers and branch staff on products, special programs and referral opportunities
- Educate clients on service and digital channels; use technology and marketing tools to surface opportunities
- Present appropriate product offers and financial solutions based on client needs
- Follow firm policies, procedures and SAFE Act / NMLS requirements; escalate and report control issues appropriately
- Apply sound risk judgment and maintain the highest standards of ethics and client protection
Qualifications
- 0–2 years of relevant experience (banking, retail or sales experience preferred)
- NMLS registration and SAFE Act compliance required
- Familiarity with Smart Banking tools and digital channels
- Strong written and verbal communication skills
- Bilingual English/Spanish preferred
- Ability to identify client needs, coach colleagues, and cross-sell solutions while delivering excellent client experience
- Demonstrated ability to follow compliance and risk-management expectations
Education
- Bachelor’s degree or equivalent experience
Compensation & Benefits
- Primary full-time salary range: $50,600 – $70,600 per year
- In addition to base pay, eligible employees may receive discretionary and formulaic incentive/retention awards
- Benefits may include medical, dental & vision coverage; 401(k); life, accident & disability insurance; wellness programs; paid time off and paid holidays
- Available offerings may vary by jurisdiction and date of hire
Location & Time Type
- Primary location: Sunrise, FL
- Employment type: Full-time
- Job family group: Consumer Sales
- Job family: Branch Sales
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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