Universal Banker
Fremont Bank · Carmel, CA · 4 days ago
ConsultingFull-time
About the role
The Universal Banker at Fremont Bank is responsible for delivering exceptional service, selling or referring retail consumer and business products and services, and developing strong internal partnerships to maximize cross-selling opportunities.
Responsibilities
- 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
- Achieves sales standards through outbound calling, outside prospecting, and expanding relationships with existing clients in the branch
- Handles cash transactions and explains, promotes, sells, or refers Fremont Bank products and services to current and prospective clients
- Conducts telemarketing and follow-up sales duties when assigned by management
- Understands and communicates deposit products
- Reconciles cash and all other transactions each day
- Ensures compliance with applicable Federal Regulations
- Stays informed of job-related issues, bank promotions, changes in products, services, policies or procedures; actively participates in industry related seminars and training classes
- Stays 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
- A full understanding of regulatory compliance issues
Qualifications
- Knowledgeable in all areas of branch operations and security
- A professional appearance is a must
- A high school diploma or GED is required; a college degree is preferred