Universal Banker

Title: Universal Banker Location: Pleasanton, CA Hiring Salary Range: $23.56 - $33.65 per hour Position Summary 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 Universal Banker delivers world class service in accordance with Fremont Bank standards at every client interaction. The Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients, and develops and maintains 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. Role and 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 handling 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