Banking Support & Client Success Specialist

Fremont Bank; Livermore, Northern (CA, KY); Hybrid; USD 74,612,000 - 100,146,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

ESOP

401(k) with employer match

Performance-based bonuses

Free personal checking

Job summary

Fremont Bank in Livermore, CA seeks a Client Contact Center Specialist to support existing and potential clients by phone or email. You will promote bank products, resolve inquiries, and collaborate with loan officers to address financial needs.

The role emphasizes delivering the Six Diamond Experience, upholding policies, and ensuring timely, accurate service in a high-volume center. Banking retail sales experience is preferred.

Qualifications

• Associate degree or equivalent work experience in a related field.
• 2 years in a rapidly growing call center handling escalated calls.
• Banking retail sales experience.
• Strong customer service and professional communication.

Responsibilities

• Handle incoming calls and emails to resolve client inquiries and promote banking products.
• Maintain knowledge of Fremont Bank products and services to meet client needs.
• Collaborate with bankers, loan officers, and financial advisors to connect clients with experts.
• Assist mortgage officers and home equity line of credit proposals for clients.
• Provide the Six Diamond Experience in every interaction.
• Ensure professional, high-quality customer interactions and follow-up.

Skills

Customer service

Phone etiquette

Multitasking

Communication

Problem solving

Independent work

Attention to detail

Schedule flexibility

Team collaboration

Education

Associate degree in business-related field

Tools

CRM systems

Banking software

Job description

Fremont Bank in Livermore, CA seeks a Client Contact Center Specialist to support existing and potential clients by phone or email. You will promote bank products, resolve inquiries, and collaborate with loan officers to address financial needs.

The role emphasizes delivering the Six Diamond Experience, upholding policies, and ensuring timely, accurate service in a high-volume center. Banking retail sales experience is preferred.