Universal Banker

Title:
Universal Banker

Location:
Pleasanton, CA

Hiring salary range: $23.56 - $33.65 per hour

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.

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

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 develop and maintain 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.

• 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

• Minimum of 2 years of sales and customer service experience in a customer‑facing environment, with a track record of success in offering banking products
• Minimum 1 year of cash handling experience
• Willingness to perform telemarketing duties as assigned
• Must be knowledgeable in all areas of branch operations and security
• A full understanding of regulatory compliance issues is required
• Must possess excellent verbal and written communication skills
• A professional appearance is a must
• High school diploma or GED required;
  College degree preferred

• Team Players who go above and beyond to support their colleagues
• Action‑Oriented professionals who challenge the status quo and seek improvement
• Purpose‑Driven individuals who understand and champion the bank’s community impact

Health & Wellness

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance‑based bonuses or incentives

Work‑Life & Perks

• Paid holidays, vacation, sick time, and parental leave
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement…