Intern - Private Banking

Job Title: Intern - Private Banking

Location: Livermore, CA

Hiring Salary Range: $20.00 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 intern to join and help advance our Private Banking Services 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:
• Go above and beyond for clients
• Foster a supportive and empowering environment for associates
• Deeply invest in the well-being of our local community
  
  

Department Overview

The Private Banking Services department manages/services a special bucket of clients that will require the white glove service. The department operates like Branches, taking calls like a Call Center and helping with Treasury Management Services like the Business Services team.

Position Overview

The intern position operates on a mid‑shift schedule from 8:30 a.m. to 5:30 p.m. and includes daily standups or meetings to review the plan for the day. Responsibilities include managing the email inbox and incoming calls to address action items, as well as adhering to a one‑hour service‑level agreement (SLA) for client responses.

Role And Responsibilities

• Assists with Dual Control transactions and Client Relationship filing and review
• Supports email retention and completes callbacks as needed
• Provides assistance with mailing tasks
• Completes additional tasks as assigned by management
  
  

Minimum Qualifications

• Organized, particularly for filing responsibilities.
• Accountable and reliable in completing assigned tasks.
• Detail‑oriented, especially when working with spreadsheets and procedures.
• Driven and motivated to support team needs.
  
  

Progress Review

• Tracking sheets to monitor and manage progress.
• Weekly check‑ins to review updates and explore new learning opportunities.
  
  

Experience And Knowledge Development

The intern will gain experience providing white‑glove, red‑carpet service to top clients, while learning about various business types and entities from start to finish. They will also develop knowledge of the full range of services offered by Fremont Bank, including account products and TMS products.

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
  
  

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.

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.