Wealth Management Private Banker

Fremont Bancorporation•Livermore, CA

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 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 Wealth Management Private Banker will partner with branch managers & associates, financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit, lending and investment needs.

Requirements

Bachelor’s Degree preferred
Minimum 3 years of financial services industry experience with a commercial, investment or private bank
Series 6 and 63 (or 66) securities licenses required. Series 7 preferred
Proven business development in partnership with centers of influence is a must
Very good understanding of local community needs and community involvement is required
Knowledge of credit products including residential mortgage products, home equity lines of credit and commercial credit facilities
Experience in understanding the financial needs of all types of clients
Strong relationship building capabilities with clients, branch managers and associates, financial advisors, commercial and residential loan officers and other product specialists
Strong understanding of all banking and lending products including deposit and cash management products
Ability to efficiently, tactfully and professionally screen, manage and/or decline transactions while maintaining client relationships
Possess excellent business development and marketing skills and desire to consistently achieve top results
Maintain poise, presence and professionalism with affluent clients in the most difficult circumstances
Detail oriented with strong organizational and analytical skills
Possess excellent oral and written communication skills, and exceptional presentation skills
Ability to meet deadlines and manage client expectations
Good collaboration skills in a team-oriented environment
Completion of formal credit training strongly preferred

Responsibilities

Assess customer needs, identify opportunities and provide the best advice to clients in conjunction with partners or independently in making financial recommendations that best fit the client’s needs.
Build and maintain an adequate pipeline of opportunities to meet and exceed goals.
Establish a reputation of excellence and execution. Gain confidence with all partners by assessing needs to fully develop banking opportunities with their clients.
Act as the subject matter expert for all branch inquires on products and services offered.
Understand competitive environment and develop strategies to retain and win new business.
Work with and communicate effectively with branch managers, associates and all partners.