Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2022 and for the past twelve consecutive years, Fremont Bank has an immediate opening for a Personal Banker, Client Contact Center in Livermore, CA.

Position Overview

The Personal Banker, Client Contact Center will be responsible for making a high volume of outbound calls on a daily basis to cold leads, prospects and existing clients to introduce new products and services, schedule appointments, and generate leads to drive new business for the Client Contact Center. You’ll provide accurate and courteous responses to internal and external client inquiries. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.

Role and Responsibilities

• Achieve a high level of success by understanding Customer needs and identifying opportunities to grow the Client Contact Center
  
• Personal Banker is accountable for prospecting and acquiring new priority new accounts and small businesses, as well as retaining and deepening existing relationships
  
• Provide information and sells appropriate banking services to clients including checking and savings accounts, and additional services related to deposit accounts
  
• Make between 25-50 cold calls per day from a company-provided list and set meetings with prospects (NO auto dialer, but you WILL be held accountable for reaching your target number of calls)
  
• Maintain list of existing clients, current clients, and prospects to contact to develop an understanding of their full banking needs
  
• Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs
  
• Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses
  
• Issue cashier’s checks as requested
  
• Process account closings as requested
  
• Submit Travel advisory forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns
  
• Process stop payments and stop payment releases as requested
  
• Maintain call logs and report detail regarding calls for follow ups
  
• Accurately track and report all lead pipeline information
  
• Actively cross-sells additional business products such as loans and cash management products through partnership with our partners
  
• Work closely with Mortgage Officers to offer mortgage and home equity line of credit to client and assist loan related clients as needed
  
• Personal Banker must meet their own referrals and sales goals
  
• Partner with Bankers, Commercial Loan Officers, and Financial Advisor and connect customers to experts who can help them with specialized financial needs
  
• Must be open and responsive to consistent coaching; take an active role in performance planning and goal setting
  
• Personal Banker analyzes the client's financial condition and recommends financial solutions to best meet the client's business and personal needs
  
• Must have the ability to build new relationships and maintain strong relationships with small business owners
  
• Personal Banker will identify client needs and will coordinate client involvement with other product specialists
  
• Achieve a high level of success by understanding Customer needs and identifying opportunities to grow the Client Contact Center
  
• Provide exceptional customer service by meeting all customer demands and be able to identify the sales opportunities and deepen the relationship
  
• Every outbound call associate is responsible for following policies and procedures as well as the scripting when interacting with the clients to ensure quality outcomes
  
• Under direct supervision, processes customer transactions within established guidelines. Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Fremont Bank partners, and provides Six Diamond Experience customer service

Minimum Qualifications

• Associate Degree in business related field or equivalent work experience
  
• Require telemarketing experience
  
• Must have a pleasant personality that comes across over the phone
  
• Must have self-confidence to offer rebuttals and deal with rejection
  
• Must have a strong work ethic and not shy away from making calls
  
• Proven consultative outside sales experience in financial services
  
• Must demonstrate the ability and skill set to cross sell our company’s products and services
  
• Must have a minimum of 2 years in customer service handling inbound and outbound calls, inside sales and telemarketing sales
  
• Must have a minimum of 2 years banking experience in retail sales and/or contact center experience in sales setting
  
• Must be flexible with schedule to ensure proper coverage as determined by business needs including weekends and holidays
  
• Effective written and oral communication skills, including professional phone skills
  
• Ability to work independently and handle multiple tasks simultaneously
  
• Effective problem solving skills and provide solutions while handling inquiries
  
• Should consistently display a positive and professional attitude while providing excellent customer service and support to customers and co-workers
  
• NMLS Number is required
• Strong working knowledge of Microsoft Office products; previous experience utilizing a CRM system preferred
  
• Upselling skills preferred
  
• Financial and/sales experience preferred

Job Location: Livermore, CA

Hiring salary range: $23.26 - $34.90 per hour