Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2019 and for the past nine consecutive years, Fremont Bank has an immediate opening for a Universal Banker in Castro Valley, CA.
The Universal Banker delivers world class service in accordance with Fremont Bank standards at every client interaction. The Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients,and develops and maintains internal partner relationships to maximize cross-sell. 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 will spend a portion of time handle cash transactions.
This is a 30 hour per week position.
Role and 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 be able to 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
Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing 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
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
Must possess excellent verbal and written communication skills
A professional appearance is a must
High school diploma or GED required; College degree preferred