Client Contact Center Personal Banker

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Livermore, United States Fremont Bank Full time

Title: Client Contact Center Personal Banker


Location: Livermore, CA


Hiring salary range: $29.27 - $38.84 per hour


Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2022 and for the past twelve consecutive years, Fremont Bank has an immediate opening for a Client Contact Center Personal Banker in Livermore, CA.


Position Overview

The Client Contact Center Personal Banker will be responsible for making a high volume of outbound calls on a daily basis to cold leads, prospects and existing clients to introduce new products and services, schedule appointments, and generate leads to drive new account growth, deepening existing client relationships, and grow deposits for the Client Contact Center. The Personal Banker is expected to provide accurate and courteous responses to internal and external client inquiries. In addition, the Personal Banker is required to deliver a Six Diamond Experience on every call to improve customer loyalty and foster a lifelong relationship. The Client Contact Call Center Department is a high-volume contact center serving customers and the sales team.


Role and Responsibilities

  • Achieve a high level of success by understanding Customer needs and identifying opportunities to grow the Client Contact Center.
  • Personal Banker is accountable for prospecting and acquiring new priority new accounts and small businesses, as well as retaining and deepening existing relationships.
  • Provide information and sell appropriate banking services to clients including checking, savings accounts, credit cards, small business lending, and additional services related to deposit accounts.
  • Make between 25-50 outbound calls from the mortgage lead list, small business lending list, and wholesale lending list provided by inside sale mortgage officers.
  • Schedule a minimum of 2-3 meetings a week with prospects to acquire new business relationship.
  • Maintain list of existing clients, current clients, and prospects to contact to develop an understanding of their full banking needs.
  • Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.
  • Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses.
  • Work closely with the Loan Processors and Closing Specialists to generate checking account referrals to the Contact Center and Branches.
  • Open new accounts over the phone or in person.
  • Submitting credit and small business lending applications.
  • Order checks and debit cards.
  • Enroll clients in online and mobile banking.
  • Process account closings as requested.
  • File REG E claims on behalf of clients and branch staff.
  • Maintain call logs and report details regarding calls for follow-ups.
  • Accurately track and report all lead pipeline information.
  • Actively cross-sells additional business products such as loans and treasury management services through partnership with our partners.
  • Work closely with Mortgage Officers to offer mortgage and home equity line of credit to clients and assist loan related clients as needed.
  • Personal Banker must meet their own referrals and sales goals.
  • Partner with Bankers, Commercial Loan Officers, and Financial Advisor and connect customers to experts who can help them with specialized financial needs.
  • Must be open and responsive to consistent coaching; take an active role in performance planning and goal setting.
  • Personal Banker analyzes the client's financial condition and recommends financial solutions to best meet the client's business and personal needs.
  • Must have the ability to build new relationships and maintain strong relationships with small business owners.
  • Achieve a high level of success by understanding Customer needs and identifying opportunities to grow the Client Contact Center.
  • Provide exceptional customer service by meeting all customer demands and be able to identify the sales opportunities and deepen the relationship.
  • Every outbound call associate is responsible for following policies and procedures as well as the scripting when interacting with the clients to ensure
  • quality outcomes.
  • Under direct supervision, processes customer transactions within established guidelines. Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Fremont Bank partners, and provides Six Diamond Experience customer service.


Minimum Qualifications

  • Associate degree in business related field or equivalent work experience
  • Must have a pleasant personality that comes across over the phone.
  • Must have self-confidence to offer rebuttals and deal with rejection.
  • Must have a strong work ethic and not shy away from making calls.
  • Proven consultative outside sales experience in financial services, business to business sales, or small business banking.
  • Must demonstrate the ability and skill set to cross sell our company’s products and services.
  • Must have a minimum of 2 years in customer service handling inbound and outbound calls, inside sales and telemarketing sales.
  • Must have a minimum of 2 years banking experience in retail sales and/or call center.
  • Must be available to work on weekends and some holidays.
  • Must be flexible with schedule to ensure proper coverage as determined by business needs.
  • Effective written and oral communication skills, including professional phone skills.
  • Ability to work independently and handle multiple tasks simultaneously.
  • Effective problem-solving skills and providing solutions while handling inquiries.
  • Should consistently display a positive and professional attitude while providing excellent customer service and support to customers and co-workers.
  • Punctuality and reliability are required.
  • Successfully pass the Operation Exam and obtain Signing Authority.

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