Job Details
Title: Senior Personal Banker
Location: Mountain View, CA
Hiring salary range: $28.13 - $38.26 per hour
Eligible for Sign-On Bonus: Yes
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 Mountain View, CA.
Position Overview
The Senior Personal Banker delivers world-classservice in accordance with Fremont Bank standards at every client interaction.The Senior Relationship Banker will recommend or refer retail consumer andbusiness products and services to prospective and existing clients and developand maintain internal partner relationships to maximize relationship expansion.This position achieves sales standards through outbound calling, outsideprospecting and expanding relationships with existing clients in the branch. Basedon branch needs, this position may spend a portion of time handling cashtransactions.
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.
RelationshipBuilding:
- 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; Collegedegree preferred.