Universal Banker

FinanceInfos; Pleasanton (CA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

401(k) with employer match

Employee Assistance Program (EAP)

Employee Stock Ownership Plan (ESOP)

Flexible Spending Accounts (FSA, Dep.

Free personal checking and savings

Home loan rate discounts

Medical, dental, and vision insurance

On-site gym and discounted memberships

Paid holidays, vacation, and sick time

Performance-based bonuses or Incentive

Tuition reimbursement and professional

Job summary

Fremont Bank is seeking a Universal Banker in Pleasanton, CA to sell or refer retail banking products and build relationships with clients. The role includes cash handling, achieving sales goals, and maintaining branch operations with high standards of service.

The position requires 2+ years in sales/customer service, 1 year of cash handling, and a HS diploma or GED (college degree preferred). A professional appearance and strong communication skills are essential.

Qualifications

• High School Diploma or GED required; College degree preferred.
• Minimum 2 years of sales and customer service experience in a customer-facing environment.
• Minimum 1 year of cash handling experience.
• Knowledge of branch operations and regulatory compliance is required.
• Excellent verbal and written communication skills.

Responsibilities

• Perform operational duties with accuracy and proper cash handling.
• Stay informed on bank promotions, products, and policies.
• Conduct telemarketing and follow-up sales tasks as assigned.
• Explain, promote, or refer Fremont Bank products to clients.
• Meet monthly/quarterly sales and referral goals.
• Reconcile cash and daily transactions.
• Ensure compliance with applicable Federal Regulations.
• Communicate deposit products clearly to customers.

Skills

Regulatory compliance

Verbal & written communication

Branch operations knowledge

Professional appearance

Education

High School Diploma or GED

College degree preferred

Job description

Job Highlights

• Title: Universal Banker
• Type: Full Time
• Experience: Required
• Function: Retail Banking
• Location: Pleasanton, CA, United States
• Company: Fremont Bank

Company Profile

Fremont Bank provides personal, business, mortgage, wealth management, lending, and digital banking services with community-focused financial solutions.

Job Profile

The bank is hiring a Universal Banker who will sell or refer retail consumer and business products and services to prospective and existing clients, and develop and maintain internal partner relationships to maximize cross-sell.

Achieves sales standards through outbound calling, outside prospecting, and expanding relationships with existing clients in the branch.

Spend a portion of time handling cash transactions.

Education Level

• High School Diploma or GED (required)
• College degree (preferred)

Work Experience

• Minimum 2 years of sales and customer service experience in a customer-facing environment, with a track record of success in offering banking products
• Minimum 1 year of cash handling experience

Duties/Responsibilities

• Accountable for performing all operational duties with accuracy, attention to detail, and proper cash handling habits
• Accountable for staying current on business-related activities in other areas of the Bank
• Conduct telemarketing and follow-up sales duties when assigned by management
• Explain bank policies and procedures
• Explain, promote, sell, or refer Fremont Bank products and services to current and prospective clients
• Follow bank policies and procedures as directed by management
• Meet assigned monthly/quarterly sales and referral goals
• Reconcile cash and all other transactions each day
• Responsible for compliance with applicable Federal Regulations
• Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classes
• Understand and be able to accurately communicate deposit products

Skills/Knowledge/Abilities

• A full understanding of regulatory compliance issues is required
• A professional appearance is a must
• Must be knowledgeable in all areas of branch operations and security
• Must possess excellent verbal and written communication skills

Working Conditions

• Follows security procedures
• Handles customer transactions
• Sits for long hours
• Uses banking software daily
• Works in bank branches

Benefits/Perks

• 401(k) with employer match
• Employee Assistance Program (EAP)
• Employee Stock Ownership Plan (ESOP)
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
• Free personal checking and savings accounts
• Home loan rate discounts
• Medical, dental, and vision insurance
• On-site gym and discounted health club memberships
• Paid holidays, vacation, and sick time
• Performance-based bonuses or incentives
• Tuition reimbursement and professional development resources

Employer’s Statement

Fremont Bank is an Equal Opportunity Employer.