Universal Banker - Pleasanton Details

Universal Banker - Pleasanton

Fremont Bank - Pleasanton, CA

Employment Type : Full-Time

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.

Role and 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 applicable Federal 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

Minimum Qualifications

• 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

Job Location: Pleasanton, CA