Senior Personal Banker

Title: Senior Personal Banker

Location: San Ramon, CA

Hiring salary range: $ $38.26 per hour

Position Summary

Fremont Bank — one of the Bay Area's most respected and long-standing financial institutions — is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships.

If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand

The Fremont Bank Way

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
  o   Go above and beyond for clients
  o   Foster a supportive and empowering environment for associates
  o   Deeply invest in the well-being of our local community

Position Overview

The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at every
client interaction. The Senior Relationship Banker will recommend or refer
retail consumer and business products and services to prospective and existing clients
and develop and maintain internal partner relationships to maximize relationship
expansion. This position achieves sales standards through outbound calling,
outside prospecting and expanding relationships with existing clients in the
branch. Based on branch needs, this position may spend a portion of time
handling cash transactions

Role and Responsibilities

Customer Experience:

• Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service.
  
• Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools.
  
• 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.
  

Relationship
Building:

• Explain, promote, and refer Fremont Bank products and services to current and prospective clients.
  
• Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
  
• Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management.
  
• Conduct internal and prospective client telemarketing and follow-up duties when assigned by management.
  
• Regular participation in outside business development activities, including individual and collaboration in person business cold calling, as well as applicable community-based business networking events.
  
• Understand and be able to accurately communicate consumer and business deposit and lending products.
  
• Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion.
  
• Open new accounts and service existing accounts, including business customers.
  

Operations:

• Follow and explain bank policies and procedures as directed by management.
  
• May conduct cash handling and other deposit or payment related transactions.
  
• Responsible for compliance with applicable State and Federal Regulations and laws.
  
• Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling.
  
• Perform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branch.
  
• May assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient
• Fund (NSF) items, and processing night deposits and cash shipments.
  
• Actively prepare for and participates in branch meetings and training workshops.
  
• Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry related seminars and training classes.
  
• Accountable for staying current on business-related activities in other areas of the Bank.
  
• Maintain a flexible work schedule, to include weekends.
  
• Other additional duties as assigned.

Minimum Qualifications

• 4 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities or equivalent preferred.
  
• Signing Authority preferred.
  
• Proven success demonstration of 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.

What Makes Fremont Bank Associates
Thrive?

• Team Players who go above and beyond to
  support their colleagues
• Action-Oriented professionals who challenge the
  status quo and seek improvement
• Purpose-Driven individuals who understand and
  champion the bank's community impact

Benefits Snapshot

Health & Wellness

• Medical, dental, and vision
  insurance
• Flexible Spending Accounts (FSA,
  Dependent Care, Health Savings)

Financial & Retirement

• Employee Stock Ownership Plan
  (ESOP)
• 401(k) with employer match
• Performance-based bonuses or
  incentives

Work-Life & Perks

• Paid holidays, vacation, and sick
  time
• Free personal checking and
  savings accounts
• Home loan rate discounts
• Tuition reimbursement and
  professional development resources
• On-site gym and discounted health
  club memberships
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are
committed to creating an inclusive environment for all employees, regardless of
race, color, religion, sex, gender identity, sexual orientation, national
origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range for this position is $ $38.26 per hour,
based on factors such as experience, skills, education, and internal equity.
Compensation decisions are made in consideration of these factors and in
alignment with Fremont Bank's compensation philosophy.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to
contribute to the financial well-being of associates by making a contribution
to their retirement account. In addition, the ESOP provides associates an
opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or
agencies without a signed service agreement. Unsolicited resumes will be
considered the property of Fremont Bank, and no fees will be paid.