Premier Banker

Title: Premier Banker

Location: Walnut Creek, CA

Hiring salary range: $34.13 - $45.19 per hour

Eligible for Sign-On Bonus: Yes

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 Premier Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Premier 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. A significant responsibility of the Premier Banker is client acquisition and may require up to 50% of time performing outside business development activities. 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 consumer and business clients.
  
• Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
  
• Market to consumer and business prospects and clients in the mass affluent and affluent segments; defined as relationships with $50,000 - $250,000 in deposit balances.
  
• 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 of 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, as well as merchant payment, payroll, and treasury management services.
  
• 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.

Salary : $34 - $45