The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients
Job Summary
The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.
Responsibilities include working with credit requests, building referral business, delivering client services, and providing coaching to branch staff on products and programs.
The role requires NMLS registration, compliance with policies, and offers a salary range of $54,100.00 - $75,500.00, along with competitive employee benefits.
Matching Summary
The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.
Salary
Base: $54,100.00 - $75,500.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages
Skills & Requirements
Must-have
Sales and product cross-selling
Customer relationship building
Client acquisition and deepening
Compliance with policies and procedures
Risk assessment and ethical judgment
Nice-to-have
Build referral business opportunities
Provide coaching and guidance
Leverage technology and marketing tools
Deliver remarkable client experience
Key Requirements
0-2 years of relevant experience
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience