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Universal Banker

Job in Pleasanton, Alameda County, California, 94566, USA
Listing for: Fremont Bank
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Sales
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 23.56 - 33.65 USD Hourly USD 23.56 33.65 HOUR
Job Description & How to Apply Below

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.

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:
    • Go above and beyond for clients
    • Foster a supportive and empowering environment for associates
    • Deeply invest in the well‑being of our local community
Key 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 handing 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
Qualifications & Skills
  • 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
Benefits Snapshot 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, and sick time
  • Free personal checking and savings accounts
  • Home loan rate discounts
  • Tuition reimbursement and professional development resources
  • On‑site gym and discounted health club memberships
  • Employee Assistance Program (EAP)
Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

USD $23.56 - $33.65 /Hr.

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