Senior Relationship Banker: Drive Growth & Client Impact

Fremont-Bank; Livermore (CA); On-site; USD 59,000 - 78,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

ESOP

401(k) with employer match

Paid holidays

Vacation and sick time

Free personal checking and savings

Home loan rate discounts

Tuition reimbursement

On-site gym

Employee Assistance Program (EAP)

Job summary

Fremont Bank in Livermore, CA is seeking a Senior Relationship Banker to deliver world-class service and grow client relationships. You will assist with consumer and business banking needs, refer suitable products, and expand partnerships through outbound calls and local networking.

Occasional cash handling may be required. The role emphasizes sales targets, prospecting, and building trust with clients while maintaining compliance and high service standards.

Qualifications

• 4 years of sales and customer service experience in a customer-facing banking environment with previous new consumer and business account opening responsibilities or equivalent preferred.
• Signing Authority preferred.
• Proven success in building relationships with clients and achieving banking sales and lending objectives.
• Knowledgeable in small business deposit and lending products.
• Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities.
• Knowledge of bank products and services and effective sales techniques.
• Understanding of banking regulatory compliance issues.
• Excellent listening and presentation skills.
• Minimum 1 year of cash handling experience recommended.
• Ability to lift at least 25 lbs.
• Basic computer literacy, including proficiency in a Windows-based environment and Microsoft Office.
• Strong time management and organizational skills.
• Sufficient vision and hearing to interact with clients over the phone and in person.
• Clear and understandable verbal communication.
• Ability to walk and stand for outside business development activities.
• Willingness to perform telemarketing duties as assigned.
• Excellent verbal and written communication skills.
• Professional appearance is required.
• High school diploma or GED required; college degree preferred.

Responsibilities

• Provide exceptional service that aligns with the bank’s Six Diamond Experience standards in customer service.
• Promote and expand client relationships by effectively utilizing client needs assessment tools to identify and address client needs.
• Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services.
• Resolve client issues and handle client requests in a timely, consistent, and professional manner.
• Explain, promote, and refer Fremont Bank products and services to current and prospective clients.
• Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
• Maintain accurate performance records and pipeline activities; regularly review performance results with Branch Management.
• Conduct internal and prospective client telemarketing and follow-up duties as assigned by management.
• Regularly participate in outside business development activities, including individual and collaborative in-person business cold calling, as well as applicable community-based business networking events.
• Understand and accurately communicate consumer and business deposit and lending products.
• Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion.
• Open new accounts and service existing accounts, including business customers

Skills

Sales experience

Customer service

Relationship building

Banking product knowledge

Prospecting / cold calling

Communication skills

Presentations skills

Cash handling

Signing authority

Team player

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office

Windows OS

Job description

Fremont Bank in Livermore, CA is seeking a Senior Relationship Banker to deliver world-class service and grow client relationships. You will assist with consumer and business banking needs, refer suitable products, and expand partnerships through outbound calls and local networking.

Occasional cash handling may be required. The role emphasizes sales targets, prospecting, and building trust with clients while maintaining compliance and high service standards.