Universal Banker

Fremont BancorporationPleasanton, CA
Onsite

About The Position

Fremont Bank is seeking a strategic, hands-on Universal Banker to join their 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. The Universal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. They will sell or refer retail consumer and business products and services to prospective and existing clients, and develop and maintain internal partner relationships to maximize cross-sell. 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 will spend a portion of time handling cash transactions.

Requirements

  • Minimum of 2 years of sales and customer service experience in a customer facing environment, with a track record of success in offering banking products
  • Minimum 1 year of cash handling experience
  • Willingness to perform telemarketing duties as assigned
  • Must be knowledgeable in all areas of branch operations and security
  • A full understanding of regulatory compliance issues is required
  • Must possess excellent verbal and written communication skills
  • A professional appearance is a must
  • High school diploma or GED required

Nice To Haves

  • College degree preferred

Responsibilities

  • Explain bank policies and procedures
  • Explain, promote, sell and/or refer Fremont Bank products and services to current and prospective clients
  • Meet assigned monthly/quarterly sales and referral goals
  • Conduct telemarketing and follow-up sales duties when assigned by management
  • Understand and be able to accurately communicate deposit products
  • Follow bank policies and procedures as directed by management
  • Reconcile cash and all other transactions each day
  • Responsible for compliance with applicable Federal Regulations
  • Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits
  • 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

Benefits

  • Medical, dental, and vision insurance
  • Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
  • Employee Stock Ownership Plan (ESOP)
  • 401(k) with employer match
  • Performance-based bonuses or incentives
  • 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)
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