Universal Banker

About the role

The Universal Banker at Fremont Bank delivers world-class service in accordance with bank standards, selling or referring retail consumer and business products and services to clients. This position sells or refers products and services, meets sales goals, handles cash transactions, and stays informed about bank policies and procedures.

Responsibilities

• 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
• 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
• Participate in industry-related seminars and training classes
• 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

Qualifications & Skills

• 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
• Must be knowledgeable in all areas of branch operations and security
• A full understanding of regulatory compliance issues is required
• Excellent verbal and written communication skills
• A professional appearance is a must
• High school diploma or GED required; college degree preferred