Premier Banker

2 months ago

San Francisco, United States Fremont Bank Full time
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 2018 and for the past eight consecutive years, Fremont Bank has an immediate opening for a Premier Banker in Danville, CA.
Position Overview
The Premier Banker is responsible for promoting and selling all Bank products and services to new and existing clients in the mass affluent and affluent segments. These segments are defined as consumer relationships with 50-250K deposit balances. The premier Banking role serves the entire relationship of this client base, including all deposit and lending services. The premier Banker will also serve the needs of business clients in with 2-20MM annual revenue. The daily responsibilities include, assisting customers in their selection of various accounts and financial services; cross-sell the Bank's products and services; efficiently opening, maintaining and closing of all account types; promoting business for the Bank by providing 6 Diamond customer service; maintain good customer relations and refer customers to appropriate staff and business partners for new services. This position is responsible for meeting individual and branch assigned goals. The position of Premier Banker also is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, new accounts.
  • Accurately opens new accounts and service existing accounts
  • Promote and cross sell products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make significant contributions towards meeting individual and branch goals; refer customers to business partners when applicable
  • Provide exceptional service that is consistent with or exceeds bank standards of excellence in customer service
  • Meets individual and branch sales goals as assigned
  • Maintains accurate sales records and regularly reviews sales results with Branch Manager
  • Prepares for and participates actively in branch sales meetings
  • Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed
  • Accurately obtains required new account documentation and prepares necessary documentation from the sale of products and services and accurately inputs data; responsible for the review (call back) of new account documentation
  • Resolve customer issues in a timely, consistent and professional manner
  • Other additional duties as assigned

Minimum Qualifications
  • One year relevant banking experience with previous experience as a Personal Banker or equivalent
  • Excellent customer services and sales experience
  • Knowledge of Bank products and services and effective sales techniques
  • Ability to read bank statements
  • A thorough understanding of regulatory compliance issues
  • Excellent math skills
  • Excellent oral and written communication skills
  • Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
  • Strong time management and organizational skills
  • Excellent listening ability and presentation skills
  • Excellent customer service and follow-up skills
  • Basic understanding of tax returns and financial statements
  • College degree strongly preferred

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