Banking Professional

2 weeks ago


Pleasanton, California, United States Fremont Bancorporation Full time
Job Title: Universal Banker

Location: Pleasanton, CA

Hiring Salary Range: $24.01 per hour

Fremont Bank, a top-rated mid-tier bank in the nation, is seeking a highly motivated and customer-focused Universal Banker to join our team. As a Universal Banker, you will be responsible for delivering exceptional service to our clients, selling or referring retail consumer and business products and services, and developing internal partner relationships to maximize cross-sell opportunities.

Key Responsibilities:
  • Explain bank policies and procedures to clients
  • Explain, promote, sell, and refer Fremont Bank products and services to current and prospective clients
  • Meet assigned monthly and quarterly sales and referral goals
  • Conduct telemarketing and follow-up sales duties as assigned by management
  • Understand and accurately communicate deposit products
  • Follow bank policies and procedures as directed by management
  • Reconcile cash and all other transactions each day
  • Responsible for compliance with applicable Federal Regulations
  • Accountable for performing all operational duties with accuracy, attention to detail, and proper cash handling habits
  • Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classes
Minimum Qualifications:
  • Minimum of 2 years of sales and customer service experience in a customer-facing environment, with a track record of success in offering banking products
  • Minimum 1 year of cash handling experience
  • Willingness to perform telemarketing duties as assigned
  • Must be knowledgeable in all areas of branch operations and security
  • A full understanding of regulatory compliance issues is required
  • Must possess excellent verbal and written communication skills
  • A professional appearance is a must
  • High school diploma or GED required; College degree preferred

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