Position SummaryThe Premier Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Premier Banker will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. A significant responsibility of the Premier Banker is client acquisition and may require up to 50% of time performing outside business development activities. Based on branch needs, this position may spend a portion of time handling cash transactions.
Key ResponsibilitiesCustomer Experience- Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service
- Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools
- Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services
- Resolve client issues and handle client requests in a timely, consistent, and professional manner
Relationship Building- Explain, promote, and refer Fremont Bank products and services to current and prospective consumer and business clients
- Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable
- Market to consumer and business prospects and clients in the mass affluent and affluent segments; defined as relationships with $50,000 - $250,000 in deposit balances
- Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management
- Conduct internal and prospective client telemarketing and follow-up duties when assigned by management
- Regular participation in outside business development activities, including individual and collaboration of in-person business cold calling, as well as applicable community-based business networking events
- Understand and be able to accurately communicate consumer and business deposit and lending products, as well as merchant payment, payroll, and treasury management services
- Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion
- Open new accounts and service existing accounts, including business customers.
Operations- Follow and explain bank policies and procedures as directed by management
- May conduct cash handling and other deposit or payment related transactions
- Responsible for compliance with applicable State and Federal Regulations and law
- Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling
- Perform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branch
- May assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient Fund (NSF) items, and processing night deposits and cash shipments
- Actively prepare for and participates in branch meetings and training workshops
- 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
- Maintain a flexible work schedule, to include weekends
- Other additional duties as assigned
Qualifications & Skills- 5 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities or equivalent preferred
- Signing Authority preferred
- Proven demonstration of success in building relationships with clients and achieving banking sales and lending objectives
- Knowledgeable in small business deposit and lending products
- Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities
- Knowledge of bank products and services and proven success of effective sales techniques
- Understanding of banking regulatory compliance issues
- Excellent listening and presentation skills
- Minimum 1 year of cash handling experience recommended
- Must be able to lift at least 25 lbs.
- Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office. Strong time management and organizational skills
- Vision and hearing must be sufficient to interact with clients over the phone and in-person
- Verbal communication must be clearly spoken and understood
- Ability to walk and stand for outside business development activities
- Willingness to perform telemarketing duties as assigned
- Must possess excellent verbal and written communication skills
- A professional appearance is required
- High school diploma or GED required
- College degree preferred
What Makes Fremont Bank Associates Thrive?- 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
Benefits SnapshotHealth & 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)
Salary RangeThe hiring salary range is based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy.
Salary RangeUSD $34.13 - USD $45.19 /Hr.
Employee Stock Ownership Plan (ESOP)The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.
Note to Search Firms:Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
