Wealth Management Private Banker

Title: Wealth Management Private Banker Job Location: Livermore, CA Hiring salary range: $95,100.00 - $129,300.00 annual 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 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. Role and 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.