Private Banking Operations Leader — Drive Team & Client Experience

Fremont-Bank; Livermore (CA); On-site; USD 98,000 - 114,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Leadership

Customer service

Analytical skills

Communication skills

Organizational skills

Attention to detail

Multi-project management

Private Banking experience

Education

Bachelor's degree or equivalent related experience

Tools

Microsoft Office

Job description

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