Personal Banker

The Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The 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. Customer Experience Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer servicePromote and expand client relationships based on identifying needs through effective utilization of client needs assessment toolsAccurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and servicesResolve 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 clientsMeet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicableMaintains accurate performance records, pipeline activities and regularly reviews performance results with Branch ManagementConduct internal and prospective client telemarketing and follow-up duties when assigned by managementRegular participation in outside business development activities, including individual and collaboration in person business cold calling, as well as applicable community-based business networking eventsUnderstand and be able to accurately communicate consumer and business deposit and lending productsRecommend and submit small business lending products and applications, including supporting documentation for lending relationship expansionOpen new accounts and service existing accounts, including business customers Operations Follow and explain bank policies and procedures as directed by managementMay conduct cash handling and other deposit or payment related transactionsResponsible for compliance with applicable State and Federal Regulations and lawsAccountable for performing all operational duties with accuracy, attention to detail and proper cash handlingPerform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branchMay 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 shipmentsActively prepare for and participates in branch meetings and training workshopsStay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry related seminars and training classesAccountable for staying current on business-related activities in other areas of the BankMaintain a flexible work schedule, to include weekendsOther additional duties as assigned2 years sales and customer service experience in a customer facing banking environment with previous new account opening responsibilities or equivalent preferredSigning Authority preferredPrevious demonstration of success in building relationships with clients and achieving banking sales and lending objectivesFamiliar with small business deposit and lending products, as well as prospecting and cold calling new business opportunitiesKnowledge of bank products and services and effective sales techniquesUnderstanding of banking regulatory compliance issuesExcellent listening and presentation skillsMinimum 1 year of cash handling experience recommendedMust 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 OfficeStrong time management and organizational skillsVision and hearing must be sufficient to interact with clients over the phone and in-personVerbal communication must be clearly spoken and understoodAbility to walk and stand for outside business development activitiesWillingness to perform telemarketing duties as assignedMust possess excellent verbal and written communication skillsA professional appearance is requiredHigh school diploma or GED requiredCollege degree preferred