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 Senior Personal Banker in Pleasanton, CA.

Position Overview

The Senior Personal Banker is responsible for promoting and selling all Bank products and services to new and existing clients; assist 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 Senior Personal Banker also is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, new accounts.

Role and Responsibilities

• Accurately opens new accounts and service existing accounts, including small business customers
• Promotes 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
• Provides 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
• Other additional duties as assigned

Minimum Qualifications

• Two+ years of relevant banking experience with previous new accounts, and teller experience
• Knowledgeable in small business products; prospecting and cold calling new business opportunities
• 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
• High School Diploma, required, college degree strongly preferred

Job Location: Pleasanton, CA