Mobile Client Service Representative (Temp)

Fremont Bancorporation•Livermore, CA

7d•$21 - $28

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 Logistics 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 primary responsibility of the Mobile Client Representative (MCR) is to provide service between the Bank and its clients’ place of business. The MCR also performs courier services, business development, and customer service related duties. Additional responsibilities include, but are not limited to, continuously supporting the clients’ business banking needs through a variety of efforts including handling inquiries, requests, and transactions, and act as a mobile courier, multi-tasking sales and service representative for the Bank. The MCR is responsible for picking up all required materials at local post office locations and gather items for their daily route; they are to carry all necessary forms and supplies with them on their assigned routes. At the end of the day, the MCR is required to make sure their vehicle is clean, all mail has been sorted and placed in the proper locations, and all end of day paperwork has been completed. All proof work should be distributed accordingly and materials for Lockbox and other Departments accounted for. Payments must also be delivered to Admin Teller and logged, so that all deadlines and materials can be processed in a smooth and efficient manner. A typical day might include: Driving a route with 40 different stops and interacting directly with Branch associates and with banking clients. Or, receiving and delivering all incoming items through our SCLogic Tracking System in a fast and accurate manner. You may end up sorting and prioritizing delivery of mail and packages for a campus building delivery runs: collecting and accurately processing all outgoing postal mail from every department. The MCSR also supports both the Procurement and Facilities Departments as needed.

Requirements

High school diploma/GED
Valid California driver’s license and clean DMV record required – must be able to be insured by Fremont Bank provider
Previous courier experience not required
Ability to handle confidential information
Strong interpersonal and communication skills
Ability to organize and manage their time effectively
Knowledge of PC Computers – Windows, MS Word, and Excel
Able to lift up to 75 lbs. - this is a physically active position requiring the ability to: load and unload different mail processing machines, bending and reaching for materials near machinery and walking for multiples periods of time. On a regular basis, this position includes moving some heavy items – paper boxes (up to 50 lbs. each), supplies, staged shipments and on rare occasions, electronics (up to 100 lbs. - rarely)

Nice To Haves

Knowledge of banking products is a plus
Previous customer service and sales experience is a plus

Responsibilities

Delivers documents and supplies to designated business account clients and key clients.
Accepts and delivers deposits to appropriate destination(s).
Assists clients with inquiries by routing questions to appropriate bank personnel, or by providing answers directly.
Follows an established, logical timeline and delivery route schedule.
Handles Mail Services: correctly directing all interoffice mail, processing all externally received items between the bank headquarters, both operations buildings, and all of the bank’s retail branches. This position also involves processing a high volume of mail through different machines on a daily basis. After an introductory period, you must be able to prioritize each of these tasks on a daily basis.
Other duties and responsibilities, including Mail operations, as assigned.

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