Universal Banker

Job Highlights Title : Universal Banker Type : Full Time Experience : Required Function : Retail Banking Location : Pleasanton, CA, United States Company : Fremont Bank Company Profile Fremont Bank provides personal, business, mortgage, wealth management, lending, and digital banking services with community-focused financial solutions. Job Profile 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. Education Level High School Diploma or GED (required) College degree (preferred) Work Experience 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 Duties/Responsibilities 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 Skills/Knowledge/Abilities 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 Working Conditions Follows security procedures Handles customer transactions Sits for long hours Uses banking software daily Works in bank branches Benefits/Perks 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 Employer’s Statement Fremont Bank is an Equal Opportunity Employer. #J-18808-Ljbffr FinanceInfos