Senior Retail Relationship Banker
$28.56 - $37.36 per hourFremont Bank Livermore Branch
Sr. Relationship Banker
The Sr. Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship 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. Based on branch needs, this position may spend a portion of time handling cash transactions.
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
Customer Experience:
Provide exceptional service that aligns with or exceeds the bank's Six Diamond Experience standards in customer service.
Promote and expand client relationships by effectively utilizing client needs assessment tools to identify and address client needs.
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 clients.
Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
Maintain accurate performance records and pipeline activities; regularly review performance results with Branch Management.
Conduct internal and prospective client telemarketing and follow-up duties as assigned by management.
Regularly participate in outside business development activities, including individual and collaborative in-person business cold calling, as well as applicable community-based business networking events.
Understand and accurately communicate consumer and business deposit and lending products.
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.
Conduct cash handling and other deposit or payment-related transactions as needed.
Ensure compliance with applicable State and Federal regulations and laws.
Perform all operational duties with accuracy, attention to detail, and proper cash handling.
Perform miscellaneous operational tasks as assigned by the supervisor, including opening and closing the branch.
Assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, reviewing and processing of Non-Sufficient Fund (NSF) items, and processing night deposits and cash shipments.
Actively prepare for and participate in branch meetings and training workshops.
Stay informed of job-related issues, bank promotions, and changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classes.
Stay current on business-related activities in other areas of the bank.
Maintain a flexible work schedule, including weekends.
Perform other additional duties as assigned.
Qualifications & Skills
- 4 years of 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 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 effective sales techniques.
- Understanding of banking regulatory compliance issues.
- Excellent listening and presentation skills.
- Minimum 1 year of cash handling experience recommended.
- Ability to lift at least 25 lbs.
- Basic computer literacy, including proficiency in a Windows-based environment and Microsoft Office.
- Strong time management and organizational skills.
- Sufficient vision and hearing to interact with clients over the phone and in person.
- Clear and understandable verbal communication.
- Ability to walk and stand for outside business development activities.
- Willingness to perform telemarketing duties as assigned.
- Excellent verbal and written communication skills.
- 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 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
The 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.
USD $28.56 - USD $37.36 /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.
Fremont Bank
- Fremont Bank is seeking a Sr. Relationship Banker in Fremont, CA. This role focuses on delivering exceptional service and expanding client relationships through effective sales techniques. You will be responsible for handling cash transactions, resolving client issues,...Senior
- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experience, conduct comprehensive needs assessments, and provide personalized financial advice. You will manage a portfolio, coordinate with partners, and promote tailored banking,...Senior
$45.9k - $75.9k
...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedContract workPart timeLocal areaImmediate startDay shift$22 - $25 per hour
...Relationship Banker II (Administrative) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe...SuggestedFull timeFlexible hoursWeekend work- ...JPMorgan Chase is seeking a Private Client Banker to serve as the main contact for a portfolio of affluent clients within the branch. You will manage their banking relationship with a proactive, education-focused approach to grow balances and referrals. You will work with...SuggestedWeekend workAfternoon shift
- ...The Relationship Banker at Technology Credit Union helps members with a full range of financial products in a retail branch setting, delivering exceptional service while identifying needs and guiding conversations toward appropriate solutions. In addition, the role focuses...
- ...Chase is seeking an Associate Relationship Banker to welcome clients in branches, apply financial knowledge, and build lasting relationships through hospitality and modern banking solutions. You will meet clients, tailor product recommendations, and connect them with specialists...Weekend workAfternoon shift
- ...Position Summary The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with...Full timeWork at officeLocal areaFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- ...Citi is looking for an entry-level Universal Banker in Union City, California, who will assist in various banking activities while fostering customer relationships. The ideal candidate should have relevant experience in customer service and a high school diploma. The...
- ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
$45.9k - $75.9k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...Contract workPart timeLocal areaImmediate startDay shift- BMO Financial Group in the United States (CA/Union City area) is seeking a customer-focused banking professional to deliver exceptional service and advice on financial solutions. You will identify needs, present tailored products, and work across channels to enhance the...
- Fremont Bank seeks a Personal/Relationship Banker to deliver world-class service and expand client relationships in a branch setting. You will promote retail and business products, handle cash occasionally, and work toward sales and referral targets while maintaining accurate...
- Cathay Bank, located in Union City, CA, is seeking a Relationship Banker II (Administrative) to open new accounts, cross-sell products, and assist customers with service needs. The role includes processing teller transactions and supporting branch operations while following...Weekend work
- California Bank & Trust in Fremont, CA is seeking a Branch Relationship Banker to deliver full‑service banking and build lasting client relationships. The role emphasizes sales, service, and referrals, with duties including new accounts, consumer loans, and handling client...
- Fremont Bank in Fremont, CA is seeking a Personal Banker who delivers world-class service, grows client relationships, and promotes retail and business products. You will develop internal partner relationships to maximize relationships and achieve sales standards through...
$19 - $23 per hour
...customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication... ...commute as required for business needs. Compensation Relationship Banker I: $19.00 - $23.00 per hour Relationship Banker II: $22.00 - $...Hourly payFull timeWork experience placementFlexible hours- Citigroup Inc. is seeking a Personal Banker SAFE Act in Fremont, California. This entry-level role focuses on assisting sales and service activities to foster customer loyalty and deepen relationships. Responsibilities include managing business credit requests, providing...
- Cathay Bank in Union City, CA seeks a customer-focused professional to open new accounts, cross-sell bank products, and resolve service issues. The role includes teller support and handling routine transactions while ensuring regulatory compliance. Required with 1+ year...Full timeWeekend work
- JPMorganChase in Fremont, CA is seeking a Relationship Banker to deliver exceptional client service and build lasting relationships at our branch. You will greet clients, understand their financial needs, and introduce Chase solutions with a focus on accuracy and regulatory...Weekend work
- The Personal Banker at Fremont Bank delivers world-class service at every client interaction, recommending retail products and developing relationships to maximize growth. You will meet sales and referral objectives through outbound calling, prospecting, and collaborating...
$27 - $35 per hour
Overview Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training,... ...Excellence Awards. We are looking for a full-time Branch Relationship Banker (Personal Banker) to provide top notch customer service to our...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- Cathay Bank is seeking an associate to handle teller transactions, assist customers, and support branch operations in California. The role emphasizes accuracy, customer service, and cross-selling opportunities to meet financial goals. Ideal candidates have 6-12 months of...
- Fremont Bank is hiring a Personal Banker in Fremont, CA to deliver world-class service, build client relationships, and refer retail and business products. You’ll support outbound prospecting and maintain accounts while handling cash as needed. You will meet sales and...
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality, using banking solutions and technology to serve clients. You will acquire, manage, and retain client relationships, applying financial knowledge to address needs...
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...Senior- Fremont Bank is seeking a Universal Banker to deliver exceptional service while promoting retail consumer and business products. The... ...role involves cash handling, sales outreach, and maintaining relationships with clients. Established in 1964, Fremont Bank values inclusion...
$76.96k - $136.24k
...U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...SeniorFull timeTemporary workWork experience placementImmediate start- Work Flexibility: HybridWe are seeking a Senior Portfolio Manager to support the Neurovascular Upstream Marketing team.This role is hybrid in Fremont, CA.What you will do:• Gather and collate competitive information to drive insights• Anticipate the needs of customers...SeniorFull timeFor contractorsWork experience placement
$43.68k - $69.9k
...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Full timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Retail Relationship Banker. Be the first to apply!
- personal banker Fremont, CA
- private banker Fremont, CA
- senior network engineer remote Fremont, CA
- senior manager legal Fremont, CA
- sr project manager Fremont, CA
- senior staff systems engineer Fremont, CA
- senior commercial counsel Fremont, CA
- senior manager tax Fremont, CA
- senior construction accountant Fremont, CA
- senior infrastructure engineer Fremont, CA

