Platinum Services Specialist

Fremont-Bank; Livermore (CA); On-site; USD 44,000 - 56,000; Full time

Benefits offered by this job

Health insurance

ESOP

401(k) with employer match

Paid holidays

Job summary

Fremont Bank is seeking a Platinum Services Specialist to serve as the liaison between Private Banking, Diamond clients, and the bank, delivering world-class service and innovative solutions to foster lifetime partnerships. Focus is on high-touch clients with personal and business relationships to meet banking needs.

The role emphasizes exceptional client experience, collaboration with treasury management and private banking teams, and compliance with bank standards.

Qualifications

• 2–4 years of banking experience with knowledge of consumer, business and treasury management products.
• General computer skills and proficiency in Windows and Microsoft Office.
• Ability to manage escalations, treasury management services, wires transfers and deposits.
• Strong communication, time management and multitasking in a fast-paced environment.

Responsibilities

• Handle incoming calls, emails, chats and video conferences per department standards.
• Assist clients with ACH, remote deposit capture, wire, Positive Pay and Online Banking.
• Open new accounts and onboard Treasury Management Services with post-boarding support.
• Process deposits, transfers, non-post items, RDI, stop payments and wire transfers.
• Monitor overdraft reports, ACH/Positive Pay exceptions, checks and wire verifications.
• Identify and resolve client issues as the primary point of contact.
• Coordinate with Private Banking Officers, Client Contact Center and branches to deliver quality service.

Skills

Banking experience

Treasury management

Customer service

Wires transfers

Office software

Tools

Windows

Microsoft Office

Job description

Position Summary

The Platinum Services Specialist serves as the liaison between Private Banking, Diamond clients, and Fremont Bank to ensure unparalleled service to foster lifetime partnerships, provide innovative solutions and exceed client expectations for world class client experience. The Platinum Services Specialist will focus on high-touch clients, building and maintaining personal and business relationships to ensure our clients’ banking needs are met.

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

• Responsible for incoming calls support, answering emails and interacting with clients through chats, and video conference within established department standards.
• Assist clients with ACH, Remote Deposit Capture, Wire, Positive Pay, and Online Banking.
• Assist clients with temporary and permanent increase for ACH, External transfer, Zelle, Remote Deposit Capture, and Wires.
• Open new accounts.
• Onboarding new Treasury Management Services and provide trouble shooting post boarding.
• Internal and external inquiries and research requests.
• Process client transactions including deposits, internal transfers, non-post, RDI, stop payments, and wires transfers.
• Daily client contact - overdraft report, ACH, Positive Pay exceptions, checks verification, wire verification, and return deposited items.
• Verification of Deposit/Credit rating requests.
• Offer additional Bank products and services to maximize banking relationships.
• Assigned daily and monthly tasks and duties.
• Ensure compliance with Bank and Department standards (GLBA, BSA, and Security protocol).
• Account Maintenance, change of address, and process commercial loan payments.
• Prepare and process account change requests.
• Responsible for Monthly Reconciliation, Account Certifications, Client Report Management, and CDARS.
• Client site travel as required to open new accounts, collect signatures, and onsite trouble shooting remote deposit capture functionalities.
• Adhere to established Department standards and guidelines to ensure all policies and procedures are being followed.
• Identify and resolve client issues through a single point of contact.
• Acting as a liaison between the client and bank operations, Private Banking Officers, Client Contact Center, and Branches to ensure the delivery of quality services and meet clients’ needs.
• Monitor clients’ portfolios and offer products and services to meet clients’ banking needs while acquiring deposit growth.
• Train clients in new Treasury Management Services to ensure optimal delivery and meet implementation needs.
• Review, monitor, and detect fraudulent activities from email requests to mitigate risk and loss exposures.
• Execute Know Your Customer and due diligence policies to detect and prevent fraudulent activity and financial loss to the bank.

Preferred Skills

• Knowledge of banking industry and requirements unique to Treasury Management is preferred.
• Knowledge of Treasury Management Products and Services and the applications used to support the products and services.

Qualifications & Skills

• A minimum of 2 to 4 years of banking experience along with knowledge of consumer, business and treasury management products and services.
• General computer skills, experience in utilizing Windows operating systems, and proficiency in Microsoft Office applications.
• Ability to manage escalations, treasury management services, wires transfers and deposits.
• Ability to recommend and open new accounts.
• Ability to navigate multiple computer systems and applications.
• Ability to work in a fast-paced deadline driven environment.
• Strong analytical skills with high attention to details and accuracy.
• Experience solving customer problems and working with high-touch customers.
• Strong time management and organizational skills required.
• Excellent verbal, written, interpersonal communication skills.
• Effective organizational, multi-tasking, and prioritizing skills.
• Energetic, adaptive learner, positive attitude, willing to work as a collaborator in a team environment.
• Proven ability to create collaborative partnerships with internal and external business partners.
• Flexibility to adjust work schedules to accommodate business needs; strong organizational skills and ability to coordinate multiple tasks.
• Open to working flexible hours, including evenings, weekends, and holidays.

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 $32.00 - USD $40.85 /Hr.

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.