Senior Personal Banker

4 days ago

Livermore, California, United States Fremont Bancorporation Full time
Job Title: Senior Personal Banker

Fremont Bank, a leading financial institution in the Bay Area, is seeking a highly skilled Senior Personal Banker to join our team. As a Senior Personal Banker, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and driving sales growth through the sale of retail consumer and business products and services.

Key Responsibilities:
  • Provide world-class customer service, exceeding bank standards of Six Diamond Experience.
  • Identify client needs through effective utilization of client needs assessment tools and promote and expand client relationships.
  • Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services.
  • Resolve client issues and handle client requests in a timely, consistent, and professional manner.
Requirements:
  • 4 years of sales and customer service experience in a customer-facing banking environment with previous new consumer and business account opening responsibilities or equivalent.
  • Signing Authority preferred.
  • Proven success in building relationships with clients and achieving banking sales and lending objectives.
  • Knowledgeable in small business deposit and lending products.
  • Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities.
  • Knowledge of bank products and services and proven success of effective sales techniques.
  • Understanding of banking regulatory compliance issues.
  • Excellent listening and presentation skills.
  • Minimum 1 year of cash handling experience recommended.
  • Must be able to lift at least 25 lbs.
  • Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office.
  • Strong time management and organizational skills.
  • Vision and hearing must be sufficient to interact with clients over the phone and in-person.
  • Verbal communication must be clearly spoken and understood.
  • Ability to walk and stand for outside business development activities.
  • Willingness to perform telemarketing duties as assigned.
  • Must possess excellent verbal and written communication skills.
  • A professional appearance is required.
  • High school diploma or GED required; College degree preferred.
About Fremont Bank:

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 2023 and for the past thirteen consecutive years, Fremont Bank has a strong commitment to delivering exceptional customer service and building long-term relationships with our clients.

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