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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Role Overview

Confidential Client is hiring an entry-level Personal Banker (SAFE Act) to join a branch team in Washington, DC. This role focuses on building customer relationships, delivering excellent client service, and identifying opportunities to cross-sell retail and small-business banking products. Bilingual Spanish is preferred but not required.

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What You’ll Do

• Work with small business credit requests under $250,000 and identify/refer larger lending opportunities.
• Cross-sell treasury and related small-business products to deepen client relationships.
• Build referral pipelines through Centers of Influence (COIs) and Member‑Get‑Member programs.
• Implement targeted sales plans to grow and retain a book of business.
• Deliver exceptional client service via inbound and outbound calls and in-branch interactions.
• Coach and support tellers and branch staff on product features, programs, and referral processes.
• Educate clients on transaction needs and digital/service channels; present relevant product offers.
• Use available technology and marketing tools to uncover opportunities and recommend financial solutions.
• Follow Confidential Client policies, controls, and regulatory requirements; escalate control issues transparently.
• Apply sound ethical judgment and appropriate risk assessment in business decisions.

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What We’re Looking For

• 0–2 years of relevant experience; prior banking, retail, or sales experience is preferred.
• Strong verbal and written communication skills.
• Customer-focused mindset with demonstrated sales and service aptitude.
• Comfortable making outbound calls and conducting relationship-building conversations.
• Ability to coach teammates and collaborate across branch teams.
• Familiarity with digital banking tools and sales/CRM systems is a plus.

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Education & Certification

• Bachelor’s degree or equivalent experience.
• SAFE Act compliance required — NMLS registration as specified by the role.
• Any required local/state licenses or registrations must be maintained.

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Location & Compensation

• Primary location: Washington, DC (in‑person, branch-based role).
• Employment type: Full time.
• Salary range (full time): $58,190 – $81,210 per year.
• Benefits (summary): medical, dental & vision coverage; 401(k); life, accident & disability insurance; wellness programs; paid time off including vacation, sick time, and holidays. Benefit availability may vary by jurisdiction and hire date.
• Anticipated posting close date (as provided): 2026-11-10.

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Why Work Here

This role is an excellent entry point into retail and small-business banking with growth potential. You’ll build client relationships, develop sales skills, and work with a team focused on delivering exceptional service while complying with industry regulations.

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Candidate Accommodations

Confidential Client will provide reasonable accommodations for applicants with disabilities. If you need an accommodation at any stage of the hiring process, please indicate that need in your application.

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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.