Universal Banker

Fremont-Bank; San Jose (CA); On-site; USD 33,062 - 46,838; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with employer match

Performance-based bonuses or Incentive

Paid holidays, vacation, and sick time

Employee Stock Ownership Plan (ESOP)

On-site gym and employee assistance

Job summary

Fremont Bank in San Jose is seeking a Universal Banker to deliver world class service and promote bank products at every client interaction. You will refer retail consumer and business services and build internal partnerships to maximize cross-sell.

Based on branch needs, you will spend part of your time handling cash and meeting monthly sales and referral goals, supported by a strong culture that values teamwork, ethics, and community involvement.

Qualifications

• Minimum 2 years of sales and customer service experience in a client-facing environment with banking products.
• Minimum 1 year of cash handling experience.
• Willingness to perform telemarketing duties.
• Knowledge of branch operations and security.
• Understanding of regulatory compliance requirements.
• Excellent verbal and written communication skills.
• Professional appearance required.
• High school diploma or GED; college degree preferred.

Responsibilities

• Explain bank policies and procedures.
• Promote, sell and/or refer Fremont Bank products to clients.
• Meet monthly/quarterly sales and referral goals.
• Conduct telemarketing and follow-up sales duties.
• Understand and communicate deposit products.
• Follow bank policies and procedures as directed by management.
• Reconcile cash and all other transactions daily.
• Ensure compliance with applicable Federal Regulations.
• Stay informed of bank promotions and product changes; participate in training.
• Collaborate with internal partners to maximize cross-sell.

Skills

Sales experience

Customer service

Cash handling

Telemarketing

Branch operations

Regulatory compliance

Communication

Professionalism

HS diploma or GED

Education

High school diploma or GED

College degree preferred

Job description

Position Summary

The Universal Banker delivers world class service in accordance with Fremont Bank standards at every client interaction. The Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients, and develops and maintains internal partner relationships to maximize cross-sell. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Based on branch needs, this position will spend a portion of time handle cash transactions

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

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

Qualifications & Skills

• Minimum of 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
• Willingness to perform telemarketing duties as assigned
• Must be knowledgeable in all areas of branch operations and security
• A full understanding of regulatory compliance issues is required
• Must possess excellent verbal and written communication skills
• A professional appearance is a must
• High school diploma or GED required; College degree preferred

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 $23.56 - USD $33.65 /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.