Client Contact Center Personal Banker

Fremont Bancorporation•Livermore, CA

9d•$29 - $39•Onsite

About The Position

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 Client Contact Center 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.

Requirements

Associate degree in business related field or equivalent work experience
Must have a pleasant personality that comes across over the phone.
Must have self-confidence to offer rebuttals and deal with rejection.
Must have a strong work ethic and not shy away from making calls.
Proven consultative outside sales experience in financial services, business to business sales, or small business banking.
Must demonstrate the ability and skill set to cross sell our company’s products and services.
Must have a minimum of 2 years in customer service handling inbound and outbound calls, inside sales and telemarketing sales.
Must have a minimum of 2 years banking experience in retail sales and/or call center.
Must be available to work on weekends and some holidays.
Must be flexible with schedule to ensure proper coverage as determined by business needs.
Effective written and oral communication skills, including professional phone skills.
Ability to work independently and handle multiple tasks simultaneously.
Effective problem-solving skills and providing solutions while handling inquiries.
Should consistently display a positive and professional attitude while providing excellent customer service and support to customers and co-workers.
Punctuality and reliability are required.
Successfully pass the Operation Exam and obtain Signing Authority.
NMLS Number is required.

Responsibilities

Achieve a high level of success by understanding Customer needs and identifying opportunities to grow the Client Contact Center.
Personal Banker is accountable for prospecting and acquiring new priority new accounts and small businesses, as well as retaining and deepening existing relationships.
Provide information and sell appropriate banking services to clients including checking, savings accounts, credit cards, small business lending, and additional services related to deposit accounts.
Make between 25-50 outbound calls from the mortgage lead list, small business lending list, and wholesale lending list provided by inside sale mortgage officers.
Schedule a minimum of 2-3 meetings a week with prospects to acquire new business relationship.
Maintain list of existing clients, current clients, and prospects to contact to develop an understanding of their full banking needs.
Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.
Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses.
Work closely with the Loan Processors and Closing Specialists to generate checking account referrals to the Contact Center and Branches.
Open new accounts over the phone or in person.
Submitting credit and small business lending applications.
Order checks and debit cards.
Enroll clients in online and mobile banking.
Process account closings as requested.
File REG E claims on behalf of clients and branch staff.
Maintain call logs and report details regarding calls for follow-ups.
Accurately track and report all lead pipeline information.
Actively cross-sells additional business products such as loans and treasury management services through partnership with our partners.
Work closely with Mortgage Officers to offer mortgage and home equity line of credit to clients and assist loan related clients as needed.
Personal Banker must meet their own referrals and sales goals.
Partner with Bankers, Commercial Loan Officers, and Financial Advisor and connect customers to experts who can help them with specialized financial needs.
Must be open and responsive to consistent coaching; take an active role in performance planning and goal setting.
Personal Banker analyzes the client's financial condition and recommends financial solutions to best meet the client's business and personal needs.
Must have the ability to build new relationships and maintain strong relationships with small business owners.
Provide exceptional customer service by meeting all customer demands and be able to identify the sales opportunities and deepen the relationship.
Every outbound call associate is responsible for following policies and procedures as well as the scripting when interacting with the clients to ensure quality outcomes.
Under direct supervision, processes customer transactions within established guidelines. Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Fremont Bank partners, and provides Six Diamond Experience customer service.