Jobs · Finance · California

Senior Relationship Banker

Fremont Bank · Mountain View, CA · 1 wk ago
Finance$28.56/hrFull-time

Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service

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, and a mission-driven workplace where values and performance go hand in hand.

Why Fremont Bank?

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

Relationship Building

  • Explain, promote, and refer Fremont Bank products and services to current and prospective clients.
  • 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.
  • 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.

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.
  • 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.
  • 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.
  • 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.
  • Able 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.

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

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

Bonus Information

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. Salary Range 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.

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