Senior Relationship Banker

Title: Senior Relationship Banker Location: Oakland, CA Hiring salary range: $28.56 - $37.36 per hour Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for a Senior Relationship Banker in Fremont, CA Position Overview The Senior Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Senior 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. Role and Responsibilities Customer Experience: • Provide exceptional service that aligns with or exceeds the bank’s Six Diamond Experience standards in customer service. • Promote and expand client relationships by effectively utilizing client needs assessment tools to identify and address client needs. • Accurately obtain required new account documentation, input data, and prepare necessary client • Resolve client issues and handle client requests in a timely, consistent, and professional manner. Relationship Building: • 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. • Maintain accurate performance records and pipeline activities; regularly review performance results with Branch Management. • Conduct internal and prospective client telemarketing and follow-up duties as assigned by management. • Regularly participate in outside business development activities, including individual and collaborative in-person business cold calling, as well as applicable community-based business networking events. • Understand and 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 Operations: • Follow and explain bank policies and procedures as directed by management. • Conduct cash handling and other deposit or payment-related transactions as needed. • Ensure compliance with applicable State and Federal regulations and laws. • Perform all operational duties with accuracy, attention to detail, and proper cash handling. • Perform miscellaneous operational tasks as assigned by the supervisor, including opening and closing the branch. • Assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, reviewing and processing of Non-Sufficient Fund (NSF) items, and processing night deposits and cash shipments. • Actively prepare for and participate in branch meetings and training workshops. • Stay informed of job-related issues, bank promotions, and changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classes. • Stay current on business-related activities in other areas of the bank. • Maintain a flexible work schedule, including weekends. • Perform other additional duties as assigned.