Personal Banker

Fremont Bank•Fremont, CA

1d•$26 - $35•Onsite

About The Position

The Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Relationship 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. Based on branch needs, this position may spend a portion of time handling cash transactions.

Requirements

2 years sales and customer service experience in a customer facing banking environment with previous new account opening responsibilities or equivalent preferred
Familiar with small business deposit and lending products, as well as prospecting and cold calling new business opportunities
Knowledge of bank products and services and effective sales techniques
Understanding of banking regulatory compliance issues
Excellent listening and presentation skills
Minimum 1 year of cash handling experience recommended
Must be able to lift at least 25 lbs.
Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office
Strong time management and organizational skills
Vision and hearing must be sufficient to interact with clients over the phone and in-person
Verbal communication must be clearly spoken and understood
Ability to walk and stand for outside business development activities
Willingness to perform telemarketing duties as assigned
Must possess excellent verbal and written communication skills
A professional appearance is required
High school diploma or GED required

Nice To Haves

Signing Authority preferred
Previous demonstration of success in building relationships with clients and achieving banking sales and lending objectives
College degree preferred

Responsibilities

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
Explain, promote, and refer Fremont Bank products and services to current and prospective clients
Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable
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 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
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
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