Manager, Private Banking Operations

The Manager, Private Banking Operations, is responsible for team leadership, process optimization, service quality, and the execution of strategic initiatives that enhance the client experience and improve operational efficiency. This role leads and develops a team of Private Banker Sales Assistants/Associates to ensure delivery of exceptional client service, operational excellence, and consistent support to Private Bankers as well as high-net-worth consumer and business clients.

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

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
  • Go above and beyond for clients
  • Foster a supportive and empowering environment for associates
  • Deeply invest in the well-being of our local community

Leadership & Team Management

• Demonstrates strong leadership, initiative, and attention to detail while regularly taking ownership of responsibilities.
• Manage the Private Banker Sales Assistants/Associates by directing daily workflow and staffing allocation to ensure consistent service delivery, collaboration, and coverage across the Private Banking team.
• Conduct performance management activities including goal setting, performance evaluations, coaching, development planning.
• Serves as the primary trainer and mentor for our newly hired Private Banker Sales Assistants/Associates, dedicating significant time to onboarding, knowledge transfer, and ongoing coaching.
• Establish productivity, quality, and service standards and monitor team performance against established objectives.

Strategic Initiatives & Operational Efficiency

• Supports Private Banking leadership in executing strategic objectives and creating more efficient workflows across the department.
• Manages the bi-monthly review and assignment process for unassigned Private Banking clients, ensuring timely distribution and follow-up by the appropriate Private Banker.
• Performs monthly portfolio analysis for Private Bankers, identifying top client relationships and preparing reports for banker review and strategic outreach planning. Reviews account information to verify accuracy and consistency, including account structures, and applicable interest rates, etc.
• Conducts follow-up reviews on all self-sourced new relationships to verify accurate coding, to ensure proper incentive credit allocation.
• Serves as a valuable resource for operational quality control by identifying discrepancies, researching issues, and helping ensure consistent client experience across portfolios.

Client Experience & Relationship Management

• Provide exceptional Six Diamond experience to Private Bankers and Private Banking clients, assume several key responsibilities that enhance the efficiency and effectiveness of the Private Banking team.
• Collaborate with other departments, such as DDI, Treasury Management, Platinum Services, Business Services, to follow up on client requests.
• Identify opportunities to deepen relationships with existing clients.
• Provide support to ensure service continuity when Private Banker is out of office.

• Bachelor's degree or equivalent related experience.
• Minimum 5 years of experience in a similar role with a…