Jobs
>
Pleasanton

    Senior Personal Banker - Pleasanton, United States - Fremont Bank

    Fremont Bank
    Fremont Bank Pleasanton, United States

    1 day ago

    Default job background
    Description

    Title:
    Senior Personal Banker


    Location:
    Pleasanton, CA


    Hiring salary range:
    $ $38.26 per hour

    Eligible for Sign-On Bonus:
    Yes


    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 2022 and for the past twelve consecutive years, Fremont Bank has an immediate opening for a Senior Personal Banker in Pleasanton, CA.

    Position Overview

    The

    Senior Personal Banker


    is responsible for promoting and selling all Bank products and services to new and existing clients; assist customers in their selection of various accounts and financial services; cross-sell the Bank's products and services; efficiently opening, maintaining and closing of all account types; promoting business for the Bank by providing 6 Diamond customer service; maintain good customer relations and refer customers to appropriate staff and business partners for new services.

    This position is responsible for meeting individual and branch assigned goals.

    The position of Senior Personal Banker also is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, new accounts.

    Role and Responsibilities
    Accurately opens new accounts and service existing accounts, including small business customers
    Promotes and cross sell products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make significant contributions towards meeting individual and branch goals; refer customers to business partners when applicable
    Provides exceptional service that is consistent with or exceeds bank standards of excellence in customer service
    Meets individual and branch sales goals as assigned
    Maintains accurate sales records and regularly reviews sales results with Branch Manager
    Prepares for and participates actively in branch sales meetings
    Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed
    Accurately obtains required new account documentation and prepares necessary documentation from the sale of products and services and accurately inputs data; responsible for the review (call back) of new account documentation
    Other additional duties as assigned
    Minimum Qualifications
    Two+ years of relevant banking experience with previous new accounts, and teller experience
    Knowledgeable in small business products; prospecting and cold calling new business opportunities
    Excellent customer services and sales experience
    Knowledge of Bank products and services and effective sales techniques.
    Ability to read bank statements
    A thorough understanding of regulatory compliance issues
    Excellent oral and written communication skills
    Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
    Strong time management and organizational skills
    Excellent listening ability and presentation skills
    Excellent customer service and follow-up skills
    High School Diploma, required, college degree strongly preferred

    #J-18808-Ljbffr
  • Fremont Bancorporation

    Senior Personal Banker

    1 week ago

    Fremont Bancorporation Pleasanton, United States

    Title: Senior Personal Banker · Location: Pleasanton, CA · Hiring salary range: $ $38.26 per hour · Eligible for Sign-On Bonus: Yes · 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 ...

  • Fremont Bancorporation

    Senior Personal Banker

    2 weeks ago

    Fremont Bancorporation Pleasanton, United States

    Title: Senior Personal Banker · Location: Pleasanton, CA · Hiring salary range: $ $38.26 per hour · Eligible for Sign-On Bonus: Yes · 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 ...

  • PNC Bank NA

    Personal Banker

    15 hours ago

    PNC Bank NA Sunnyvale, United States Full time

    Description · Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow custo ...

  • Oxford Bank

    Personal Banker

    2 weeks ago

    Oxford Bank Oakland, United States

    Job Description · Job DescriptionJob Summary · The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consum ...

  • Patelco Credit Union

    Personal Banker

    14 hours ago

    Patelco Credit Union San Francisco, California, United States Permanent

    About Patelco Credit Union: · Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in Califo ...

  • Canadian Imperial Bank of Commerce

    Personal Banker

    1 day ago

    Canadian Imperial Bank of Commerce San Francisco, United States

    We're building a · relationship-oriented · bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have ...

  • HONEY BAKED HAM CO

    Personal Banker

    21 hours ago

    HONEY BAKED HAM CO San Jose, United States

    Job Description · The best General Managers are the ones who think like owners... · that's how we treat them. We encourage creativity in hiring great associates, in marketing HoneyBaked and in community outreach. We reward GMs who reach goals and live our Values through a gener ...

  • Oxford Bank

    Personal Banker

    2 weeks ago

    Oxford Bank Oakland, United States Full time

    Job Summary · The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Persona ...

  • Wells Fargo

    Personal Banker

    2 weeks ago

    Wells Fargo Oakland, United States Full time

    Why Wells Fargo · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...

  • Patelco Credit Union

    Personal Banker

    1 week ago

    Patelco Credit Union Brentwood, California, United States Permanent

    About Patelco Credit Union: · Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in Califo ...

  • Wells Fargo

    personal banker

    2 weeks ago

    Wells Fargo San Francisco, United States

    Why Wells Fargo: · Are you ready for the next step in your career? This is where it begins at a company known for our Well Life approach to supporting employees career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies ...

  • Patelco Credit Union

    Personal Banker

    1 week ago

    Patelco Credit Union Walnut Creek, United States

    About Patelco Credit Union: · Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in Calif ...

  • Wells Fargo

    Personal Banker

    3 weeks ago

    Wells Fargo San Francisco, CA, United States

    Why Wells Fargo: · Are you ready for the next step in your career? This is where it begins – at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Comp ...

  • Patelco Credit Union

    Personal Banker

    6 days ago

    Patelco Credit Union Walnut Creek, United States

    About Patelco Credit UnionPatelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California ...

  • Wells Fargo

    Personal Banker

    3 weeks ago

    Wells Fargo San Francisco, CA, United States

    Why Wells Fargo: · This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked on the 2023 LinkedIn Top Companies list - and among financial services companies ...

  • Wells Fargo

    Personal Banker

    3 weeks ago

    Wells Fargo San Francisco, CA, United States

    Why Wells Fargo: · This is where it begins – at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services com ...

  • Wells Fargo

    Associate Personal Banker- Potrero

    1 day ago

    Wells Fargo San Francisco, United States

    **Associate Personal Banker- Potrero & 16th (Bilingual)** · Location: San Francisco, California · Job ID: R · **Success Profile** · Check out the top traits we're looking for and see if you have the right mix. Additional related traits listed below. · Communicator · Detail- ...

  • Wells Fargo

    Personal Banker Parktown Plaza

    3 weeks ago

    Wells Fargo Milpitas, United States

    Why Wells Fargo: · Are you ready for the next step in your career? This is where it begins – at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...

  • Fifth Third

    Retail Personal Banker Associate I

    4 days ago

    Fifth Third Cupertino, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Selected candidates are intended to become a Retail Personal Banker I after completing ...

  • Wells Fargo

    Personal Banker Bilingual Spanish

    2 weeks ago

    Wells Fargo Fremont, United States

    **Why Wells Fargo**: · **About this role**: · **In this role you will**: · - Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customer ...