Wealth Management Private Banker

Title: Wealth Management Private Banker

Location: Livermore, CA

Hiring salary range: $95,100.00 - $129,300.00 annual

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:
• Go above and beyond for clients
• Foster a supportive and empowering environment for associates
• Deeply invest in the well-being of our local community
  
  

Position Overview

The Wealth Management Private Banker will partner with branch managers & associates, financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit, lending and investment needs.

Role And Responsibilities

• Assess customer needs, identify opportunities and provide the best advice to clients in conjunction with partners or independently in making financial recommendations that best fit the client’s needs.
• Build and maintain an adequate pipeline of opportunities to meet and exceed goals.
• Establish a reputation of excellence and execution. Gain confidence with all partners by assessing needs to fully develop banking opportunities with their clients.
• Act as the subject matter expert for all branch inquires on products and services offered.
• Understand competitive environment and develop strategies to retain and win new business.
• Work with and communicate effectively with branch managers, associates and all partners.
  
  

Minimum Qualifications

• Bachelor’s Degree preferred
• Minimum 3 years of financial services industry experience with a commercial, investment or private bank
• Series 6 and 63 (or 66) securities licenses required. Series 7 preferred
• Proven business development in partnership with centers of influence is a must
• Very good understanding of local community needs and community involvement is required
• Knowledge of credit products including residential mortgage products, home equity lines of credit and commercial credit facilities
• Experience in understanding the financial needs of all types of clients
• Strong relationship building capabilities with clients, branch managers and associates, financial advisors, commercial and residential loan officers and other product specialists
• Strong understanding of all banking and lending products including deposit and cash management products
• Ability to efficiently, tactfully and professionally screen, manage and/or decline transactions while maintaining client relationships
• Possess excellent business development and marketing skills and desire to consistently achieve top results
• Maintain poise, presence and professionalism with affluent clients in the most difficult circumstances
• Detail oriented with strong organizational and analytical skills
• Possess excellent oral and written communication skills, and exceptional presentation skills
• Ability to meet deadlines and manage client expectations
• Good collaboration skills in a team-oriented environment
• Completion of formal credit training strongly 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 $95,100.00 - $129,300.00 annually, 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.