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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Position Summary (overview for candidates)

Personal Banker SAFE Act — Washington, DC (Georgetown). The Confidential Client is seeking an entry-level Personal Banker to drive branch sales, deliver outstanding customer service, and support small-business and consumer banking relationships. This is a full-time role with a competitive salary range and employee benefits.

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What You’ll Do

This position focuses on relationship-building, sales execution, and delivering an exceptional client experience in a branch environment.

• Work with consumer and small-business clients; process business credit requests under $250,000 and refer larger lending opportunities
• Cross-sell treasury and other small-business products to deepen client relationships
• Grow referral opportunities through Centers of Influence (COIs) and Member-Get-Member (MGM) programs
• Deliver outbound and inbound client outreach to acquire new customers and expand existing relationships
• Coach and support Tellers and branch staff on products, special programs, and referral opportunities
• Educate clients on digital and in-branch service channels and promote relevant product offers
• Follow company policies, compliance standards, and risk controls; escalate issues with transparency
• Use available marketing and technology tools to identify opportunities and present financial solutions

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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 branch technologies
• Strong written and verbal communication skills
• Demonstrated ability to assess risk and follow regulatory and policy requirements

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Education

• Bachelor’s degree or equivalent experience preferred

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Compensation & Benefits

• Primary location full-time salary range: $58,190 – $81,210 per year
• In addition to salary, eligible employees may receive discretionary or formulaic incentive and retention awards
• Benefits may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. Offerings vary by jurisdiction and hire date.

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Why Join

• Entry-level opportunity to grow a career in retail and small-business banking
• Hands-on coaching and clear paths to expand sales and leadership responsibilities
• Work for a Confidential Client committed to ethical practices, compliance, and a supportive branch culture

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Location & Employment Type

• Primary location: Washington, DC (Georgetown) — on-site in branch
• Employment type: Full time

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Notes on Legal & Compliance

• The Confidential Client is an Equal Opportunity Employer and follows applicable federal, state, and local hiring laws. Reasonable accommodations are available for applicants with disabilities.
• This posting includes a transparent salary range in compliance with applicable pay-transparency practices.

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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.