Manager, Private Banking Operations

Fremont-Bank; Livermore (CA); Sur place; USD 98 000 - 114 000; Plein temps

Résumé du poste

Fremont Bank is seeking a Manager, Private Banking Operations in Livermore to lead a team of Private Banker Sales Assistants/Associates, optimize processes, and ensure exceptional client service. You will guide staffing, performance management, onboarding, and coaching while coordinating with Private Bankers and cross-functional teams to support high-net-worth clients.

The role emphasizes leadership, strategic execution, and continuous improvement to deliver a seamless client experience and

Qualifications

• Bachelor's degree or equivalent related experience required.
• Minimum 5+ years in a similar financial role preferred.
• Strong leadership, customer service, and analytical skills essential.

Responsabilités

• Lead Private Banker Sales Assistants/Associates and manage daily workflow.
• Develop coaching, onboarding, and performance management plans.
• Drive productivity, quality, and service standards across the team.
• Support strategic initiatives and improve department efficiency.
• Collaborate with other departments to enhance client experience.

Connaissances

Leadership

Customer service

Analytical skills

Communication skills

Organizational skills

Attention to detail

Multi-project management

Private Banking experience

Formation

Bachelor's degree or equivalent related experience

Outils

Microsoft Office

Description du poste

Position Summary

The Manager, Private Banking Operations, is responsible for team leadership, process optimization, service quality, and the execution of strategic initiatives that enhance the client experience and improve operational efficiency. This role leads and develops a team of Private Banker Sales Assistants/Associates to ensure delivery of exceptional client service, operational excellence, and consistent support to Private Bankers as well as high-net-worth consumer and business clients.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand

The Fremont Bank Way

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
  • Go above and beyond for clients
  • Foster a supportive and empowering environment for associates
  • Deeply invest in the well-being of our local community

Key Responsibilities

Leadership & Team Management

• Demonstrates strong leadership, initiative, and attention to detail while regularly taking ownership of responsibilities.
• Manage the Private Banker Sales Assistants/Associates by directing daily workflow and staffing allocation to ensure consistent service delivery, collaboration, and coverage across the Private Banking team.
• Conduct performance management activities including goal setting, performance evaluations, coaching, development planning.
• Serves as the primary trainer and mentor for our newly hired Private Banker Sales Assistants/Associates, dedicating significant time to onboarding, knowledge transfer, and ongoing coaching.
• Establish productivity, quality, and service standards and monitor team performance against established objectives.

Strategic Initiatives & Operational Efficiency

• Supports Private Banking leadership in executing strategic objectives and creating more efficient workflows across the department.
• Manages the bi-monthly review and assignment process for unassigned Private Banking clients, ensuring timely distribution and follow-up by the appropriate Private Banker.
• Performs monthly portfolio analysis for Private Bankers, identifying top client relationships and preparing reports for banker review and strategic outreach planning. Reviews account information to verify accuracy and consistency, including account structures, and applicable interest rates, etc.
• Conducts follow-up reviews on all self-sourced new relationships to verify accurate coding, to ensure proper incentive credit allocation.
• Serves as a valuable resource for operational quality control by identifying discrepancies, researching issues, and helping ensure consistent client experience across portfolios.

Client Experience & Relationship Management

• Provide exceptional Six Diamond experience to Private Bankers and Private Banking clients, assume several key responsibilities that enhance the efficiency and effectiveness of the Private Banking team.
• Collaborate with other departments, such as DDI, Treasury Management, Platinum Services, Business Services, to follow up on client requests.
• Identify opportunities to deepen relationships with existing clients.
• Provide support to ensure service continuity when Private Banker is out of office.

Qualifications & Skills

• Bachelor's degree or equivalent related experience.
• Minimum 5 years of experience in a similar role with a financial institution.
• Demonstrate excellent customer service skills.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills with the ability to build strong relationships with private bankers and clients.
• Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
• Strong organizational skills with ability to prioritize tasks and manage multiple projects simultaneously.
• Ability to work in a fast-paced environment with changing priorities.
• Strong attention to detail with a high level of accuracy and precision.

What Makes Fremont Bank Associates Thrive?

• Team Players who go above and beyond to support their colleagues
• Action-Oriented professionals who challenge the status quo and seek improvement
• Purpose-Driven individuals who understand and champion the bank’s community impact

Benefits Snapshot

Health & Wellness

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance-based bonuses or incentives

Work-Life & Perks

• Paid holidays, vacation, and sick time
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement and professional development resources
• On-site gym and discounted health club memberships
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiringsalaryrange isbased on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy.

Salary Range

USD $98,000.00 - USD $114,000.00 /Yr.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well‑being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.