Personal Banker SAFE Act - Bilingual Spanish preferred - Columbia Heights Branch
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 and small business clients. The role involves managing small business credit requests, cross-selling banking products, developing referral opportunities, and delivering exceptional client service while ensuring compliance with banking policies and regulations.
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.
Summary
Confidential Client is seeking an entry-level Personal Banker (SAFE Act) to join a branch sales team in Washington, DC. This role focuses on delivering exceptional client service, growing relationships, and cross-selling retail and small-business banking solutions. Bilingual Spanish candidates are preferred.
What You’ll Do
The Personal Banker SAFE Act supports branch sales and customer service activities to build loyalty, deepen client relationships, and drive product adoption.
- Work with business credit requests under $250,000; identify and refer larger lending opportunities.
- Cross-sell treasury and related small-business products.
- Build referral pipelines through Centers of Influence (COIs) and member-get-member initiatives.
- Implement targeted sales strategies to grow assigned book of business.
- Conduct outbound and inbound client outreach to acquire new relationships and deepen existing ones.
- Coach tellers and branch staff on products, programs, and referral best practices.
- Educate clients on digital and service channels and leverage available marketing and technology tools to uncover opportunities.
- Present appropriate product offers and financial solutions while delivering a remarkable client experience.
- Follow internal policies and regulatory requirements; escalate and manage control issues transparently.
Qualifications
- 0–2 years of relevant experience; previous banking, retail, or sales experience preferred.
- NMLS registration and SAFE Act compliance required.
- Familiarity with digital/Smart Banking tools and technologies.
- Strong written and verbal communication skills.
- Bilingual Spanish preferred but not required.
- Demonstrated ability to assess risk and apply sound ethical judgment.
Education & Work Type
- Bachelor’s degree or equivalent experience.
- Employment type: Full time.
- Job family: Branch Sales / Consumer Sales.
Location & Compensation
- Primary location: Washington, DC, United States.
- Salary range (full-time): $58,190 – $81,210 per year. Estimated midpoint: ~$78,109/year.
- In addition to salary, eligible employees may receive discretionary and formulaic incentives and retention awards. Benefits may include medical, dental, vision, retirement plans, life/accident/disability insurance, wellness programs, and paid time off. Actual offerings vary by jurisdiction and hire date.
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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