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) is an entry-level branch role focused on building strong customer relationships, driving sales, and delivering exceptional service. You will work with retail and small-business customers to understand needs, refer appropriate products, and support branch operations.

• Work with business credit requests under $250K and identify/refer larger lending opportunities
• Cross-sell treasury and related small-business products to deepen client relationships
• Build referral opportunities through Centers of Influence (COIs) and Member Get Member (MGM) programs
• Implement sales strategies to grow and retain a targeted book of business
• Conduct inbound and outbound client outreach to acquire new relationships and expand existing ones
• Coach and support tellers and branch staff on products, special programs, and client need identification
• Educate clients on digital channels and leverage technology and marketing tools to uncover opportunities
• Present product offers and financial solutions while delivering a remarkable client experience
• Follow internal policies, assess risk appropriately, and escalate control issues transparently

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Qualifications

• 0–2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Familiarity with Smart Banking tools and branch technologies
• NMLS registration and SAFE Act compliance required
• Clear and concise written and verbal communication skills
• Bachelor’s degree or equivalent experience preferred

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Compensation & Benefits

• Primary location salary range (full time): $50,600 – $70,600 per year
• Estimated midpoint pay shown in source: approximately $69,873/year
• Benefits (may vary by jurisdiction/job level): medical, dental & vision; 401(k); life, accident & disability insurance; wellness programs; paid time off and paid holidays; discretionary and formulaic incentive/retention awards

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Location & Schedule

• Primary location: Village of Golf, FL (this listing uses Village of Golf, FL as the authoritative location)
• Employment type: Full time
• In‑branch role with community and small-business outreach responsibilities

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Why Careertakes & Our Client

Careertakes acts as a third-party recruiting partner in this process. If selected, you’ll join our client’s branch team focused on customer-first retail and small-business banking. This role is a strong fit for candidate builders who are comfortable with sales, relationship development, and working in a regulated banking environment (SAFE Act / NMLS).

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Other Notes

• This position requires adherence to all applicable laws, rules, and internal policies. Job duties and requirements are subject to change and may include other responsibilities not listed above.
• Automated tools (including AI) may be used to assist with screening. Final hiring decisions are made by people.

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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.