Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Delray Beach Branch, Officer
The Personal Banker SAFE Act role at Confidential Client is an entry-level position focused on supporting sales and service activities to build customer loyalty and increase sales among individual consumer clients. The role involves managing small business credit requests, cross-selling financial products, coaching branch staff, and ensuring compliance with banking policies and regulations. Bilingual English/Spanish skills and NMLS registration are preferred to effectively serve a diverse client base in the Delray Beach branch.
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
This entry-level Personal Banker role supports branch sales and customer service activities, helping deepen client relationships and drive product adoption. You will work with individual consumer and small-business customers to identify needs, refer lending opportunities, and cross-sell relevant banking solutions — while delivering an outstanding client experience and complying with SAFE Act / NMLS requirements.
- Work with business credit requests under $250,000 and identify/refer larger lending opportunities
- Build referral pipelines through Centers of Influence (COIs) and Member-Get-Member programs
- Implement sales plans to grow assigned book of business and target small-business clients
- Make outbound and respond to inbound calls to acquire new relationships and deepen existing ones
- Coach tellers and branch staff on products, special programs, and referral opportunities
- Educate clients on service and digital channels; use technology and marketing tools to uncover needs
- Present product offers and financial solutions that meet client needs
- Follow all policies, standards, and procedures; appropriately assess and escalate risk and control issues
Qualifications
- 0–2 years of relevant experience (banking, retail, or sales preferred)
- Knowledge of Smart Banking tools and digital channels
- NMLS registration; SAFE Act compliant
- Strong written and verbal communication skills
- Bilingual English/Spanish speaking preferred
- Customer-focused with demonstrated sales aptitude and problem-solving skills
Education
- Bachelor’s degree or equivalent experience
Compensation & Benefits
- Primary location full-time salary range (as provided): $50,600.00 - $70,600.00 per year
- Role type: Full time
- In addition to salary, eligible employees may receive discretionary or formulaic incentives and retention awards. Benefits may include medical, dental & vision coverage, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Specific offerings vary by jurisdiction, job level, and date of hire.
Additional Details
- Job family group: Consumer Sales
- Job family: Branch Sales
- Anticipated posting close date (source): Oct 23, 2026
- This role may use automated tools (including AI) to assist with screening or matching candidates; hiring decisions are made by people.
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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