Universal Banker

• Title
  :
  Universal Banker
• Type
  :
  Full Time
• Experience
  :
  Required
• Function
  :
  Retail Banking
• Location
  :
  Pleasanton, CA, United States
• Company
  :
  Fremont Bank

Fremont Bank provides personal, business, mortgage, wealth management, lending, and digital banking services with community-focused financial solutions.

The bank is hiring a Universal Banker who 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.

Achieves sales standards through outbound calling, outside prospecting, and expanding relationships with existing clients in the branch.

Spend a portion of time handling cash transactions.

• High School Diploma or GED (required)
• College degree (preferred)

• Minimum 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

• Accountable for performing all operational duties with accuracy, attention to detail, and proper cash handling habits
• Accountable for staying current on business-related activities in other areas of the Bank
• Conduct telemarketing and follow-up sales duties when assigned by management
• Explain bank policies and procedures
• Explain, promote, sell, or refer Fremont Bank products and services to current and prospective clients
• Follow bank policies and procedures as directed by management
• Meet assigned monthly/quarterly sales and referral goals
• Reconcile cash and all other transactions each day
• Responsible for compliance with applicable Federal Regulations
• Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classes
• Understand and be able to accurately communicate deposit products

• A full understanding of regulatory compliance issues is required
• A professional appearance is a must
• Must be knowledgeable in all areas of branch operations and security
• Must possess excellent verbal and written communication skills

• Follows security procedures
• Handles customer transactions
• Sits for long hours
• Uses banking software daily
• Works in bank branches

• 401(k) with employer match
• Employee Assistance Program (EAP)
• Employee Stock Ownership Plan (ESOP)
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
• Free personal checking and savings accounts
• Home loan rate discounts
• Medical, dental, and vision insurance
• On-site gym and discounted health club memberships
• Paid holidays, vacation, and sick time
• Performance-based bonuses or incentives
• Tuition reimbursement and professional development resources

Fremont Bank is an Equal Opportunity Employer.