Wealth Management Private Banker at Fremont Bank Fremont, CA

Overview Wealth Management Private Banker job at Fremont Bank. Fremont, CA. Wealth Management Private Banker Location Fremont, CA (Downtown area)

Are you ready for an exciting new, fast paced work opportunity?

Fremont Bank offers a very attractive employment package that includes :

Up to $5000 Tuition Reimbursement for continued education

10 Paid Bank Holidays

Paid Vacation

Paid Sick Time

An ESOP (Employee Stock Ownership Plan)

401K Plan with an employer match

READY TO LEARN MORE & APPLY?! Keep Reading!!!

Title : Wealth Management Private Banker

Job Location : Fremont, CA

Hiring salary range : $86,415.04 - $117,487.07 annual

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 Wealth Management Private Banker in Fremont, CA.

Position Overview The Wealth Management Private Banker will partner with branch managers & associates, financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit, lending and investment needs.

Role and Responsibilities Assess customer needs, identify opportunities and provide the best advice to clients in conjunction with partners or independently in making financial recommendations that best fit the client\'s needs.

Build and maintain an adequate pipeline of opportunities to meet and exceed goals.

Establish a reputation of excellence and execution. Gain confidence with all partners by assessing needs to fully develop banking opportunities with their clients.

Act as the subject matter expert for all branch inquiries on products and services offered.

Understand competitive environment and develop strategies to retain and win new business.

Work with and communicate effectively with branch managers, associates and all partners.

Minimum Qualifications Minimum Bachelor\'s Degree

Minimum 3 years of financial services industry experience with a commercial, investment or private bank

Series 6 and 63 (or 66) securities licenses required. Series 7 preferred

Proven business development in partnership with centers of influence is a must

Very good understanding of local community needs and community involvement is required

Knowledge of credit products including residential mortgage products, home equity lines of credit and commercial credit facilities

Experience in understanding the financial needs of all types of clients

Strong relationship building capabilities with clients, branch managers and associates, financial advisors, commercial and residential loan officers and other product specialists

Strong understanding of all banking and lending products including deposit and cash management products

Ability to efficiently, tactfully and professionally screen, manage and / or decline transactions while maintaining client relationships

Possess excellent business development and marketing skills and desire to consistently achieve top results

Maintain poise, presence and professionalism with affluent clients in the most difficult circumstances

Detail oriented with strong organizational and analytical skills

Possess excellent oral and written communication skills; exceptional presentation skills

Ability to meet deadlines and manage client expectations

Good collaboration skills in a team-oriented environment

Completion of formal credit training strongly preferred

Benefits 401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Referral program

Tuition reimbursement

Vision insurance

Job Details Job Type : Full-time

Pay : $86,415.04 - $117,487.07 per year

Work Schedule Monday to Friday

Work Setting In-person

Office

Relocation Fremont, CA 94538 : Relocate before starting work (Required)

Work Location In person

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