Personal Banker SAFE Act, Cathedral Hill Branch, Officer
The Personal Banker SAFE Act at Confidential Client is an entry-level role focused on supporting sales and service activities to build customer loyalty and increase sales among individual consumer clients. The position involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations to safeguard the firm and clients.
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.
What You’ll Do
Confidential Client is hiring a Personal Banker (SAFE Act) to support branch sales, customer service, and small business relationship growth. This entry-level role blends sales, client service, and compliance responsibilities to deepen customer relationships and drive product adoption.
- Work with business credit requests less than $250,000 and identify/refer larger lending opportunities
- Cross-sell treasury, deposit, and related small business products
- Grow referral sources through Centers of Influence (COIs) and Member-Get-Member programs
- Conduct outbound and inbound client outreach to acquire and deepen relationships
- Coach tellers and branch staff on product offers, programs, and client needs
- Educate clients on service and digital channels to increase adoption of appropriate solutions
- Leverage marketing and banking technology tools to uncover opportunities and present offers
- Follow policies, assess risk appropriately, and escalate control issues transparently
Qualifications
- 0–2 years of relevant experience; banking, retail, or sales preferred
- NMLS registration; SAFE Act compliant
- Knowledge of Smart Banking tools and digital banking platforms
- Strong written and verbal communication skills
- Customer-focused with a consultative sales approach
- Ability to apply sound ethical judgment and follow regulatory/firm policies
Education & Schedule
- Bachelor’s degree or equivalent experience required
- Good-faith schedule: Monday–Friday, 8:30 AM–5:30 PM (subject to business needs)
- Must be authorized to work in the United States; Confidential Client will provide reasonable accommodations on request
- Candidates working in San Francisco should note local ordinances that may apply (e.g., Fair Chance/ban-the-box provisions)
Compensation & Benefits
- Primary location salary range (full-time): $61,280.00 – $85,520.00 per year
- In addition to base salary, eligible employees may receive discretionary and formulaic incentives and retention awards
- Benefits may include medical, dental & vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off — offerings vary by jurisdiction and hire date
Confidential Client and Careertakes follow all applicable federal, state, and local employment laws, including pay-transparency requirements where applicable.
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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