Universal Banker

About the role

The Universal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. This position sells or refers retail consumer and business products and services to prospective and existing clients, develops and maintains internal partner relationships to maximize cross-sell, and achieves sales standards through outbound calling, outside prospecting, and expanding relationships with existing clients in the branch. Based on branch needs, this position will spend a portion of time handling cash transactions.

Responsibilities

• Explain bank policies and procedures
• Explain, promote, sell, and/or refer Fremont Bank products and services to current and prospective clients
• Meet assigned monthly/quarterly sales and referral goals
• Conduct telemarketing and follow-up sales duties when assigned by management
• Understand and accurately communicate deposit products
• Follow bank policies and procedures as directed by management
• Reconcile cash and all other transactions each day
• Responsible for compliance with applicable Federal Regulations
• Perform all operational duties with accuracy, attention to detail, and proper cash-handling habits
• Stay informed of job-related issues, bank promotions, 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

Requirements

• Minimum of 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
• Willingness to perform telemarketing duties as assigned
• Knowledgeable in all areas of branch operations and security
• A full understanding of regulatory compliance issues is required
• Excellent verbal and written communication skills
• Professional appearance
• High school diploma or GED required; College degree preferred