Private Banker Sales Manager

Fremont Bank; Livermore (CA); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

Tuition reimbursement

On-site gym

Employee Assistance Program

Job summary

Fremont Bank is hiring a Private Banking Sales Manager in Livermore, California. This leadership role requires managing a team of Private Bankers and driving business growth while delivering a clients' Six Diamond Experience. The ideal candidate will have a bachelor’s degree, 5-7 years experience in banking, and strong sales leadership qualities.

Benefits include medical, dental, vision insurance, a 401(k) with employer match, performance-based bonuses, and on-site amenities. The position offers a competitive salary range of USD $130,000.00 - USD $170,000.00 annually.

Qualifications

• 5-7 years’ experience in branch or private banking leadership.
• Proven ability to lead and inspire sales teams.
• Strong knowledge of bank products and services.

Responsibilities

• Lead and develop a high-performing Private Banking team.
• Implement sales strategies aligned with company objectives.
• Foster strong partnerships with external referral sources.

Skills

Team Management

Sales Performance

Communication Skills

Regulatory Compliance

Business Development

Education

Bachelor's degree

Tools

Series 7 License

Series 66 License

Job description

Position Summary

The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team of Private Bankers in driving business growth and delivering Six Diamond Experience. This leadership role requires strong team management and leadership skills, strategic vision and a proven track record in sales performance. They will be responsible for coaching and motivating the team and developing business strategies that expand the private client base and market share.

Key Responsibilities

Sales Leadership & Team Management

• In collaboration with Private Banking leadership – lead, develop, mentor, and motivate a high‑performing Private Banking team to achieve and exceed sales goals.
• Set clear sales goals and expectations, monitor progress and provide regular performance feedback.
• Drive a culture of accountability, continuous improvement and client‑centric sales excellence.
• Assist in recruiting, onboarding, and training new Private Bankers.

Strategic Planning & Execution

• Assist leadership to develop and implement sales strategies aligned with the company objectives and market opportunities to expand market share.
• Support the Private Banking team in identifying new business opportunities through networking, referrals and partnerships.
• Collaborate with internal partners to offer comprehensive solutions to clients.
• Analyze sales data, reports, market trends and competitor activities to adjust tactics as needed.

Client Relationship & Business Development

• Coordinate and collaborate with leadership to support Private Bankers in managing key clients and complex relationships.
• Foster strong partnerships with external referral sources, centers of influence, and community organizations.
• Actively participate in client events, industry events, networking functions to support private bankers, the bank, and enhance brand visibility.

Operations and Compliance

• Ensure adherence to all regulatory and internal compliance requirements in all sales activities.
• Ensure all broker‑dealer compliance/attestation/annual compliance certifications are completed in a timely manner.
• Ensure all required bank compliance trainings and expense reports are completed in a timely manner.

Qualifications & Skills

• Bachelor’s degree required.
• 5-7 years’ experience in branch banking and/or private banking leadership.
• Proven ability to lead and inspire sales teams to meet ambitious goals.
• Strong knowledge of bank products and services.
• Excellent interpersonal, communication, and presentation skills.
• Licenses: Series 7 and 66 required. Will assist with licensing if needed.

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 hiring salary range is based 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.

USD $130,000.00 - USD $170,000.00 / Yr.