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Private Banking Representative

Company: Fremont Bancorporation
Location: Livermore
Posted on: May 16, 2022

Job Description:

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 2021 and for the past eleven consecutive years, Fremont Bank has an immediate opening for a Private Banking Representative in Hayward, CA.Position OverviewThe Private Banking Representative serves as the liaison between VIP clients and Fremont Bank to ensure unprecedented service to foster lifetime partnerships, provide innovative solutions and exceed client expectations for a world class client experience. The Private Banking Representative will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.Role and ResponsibilitiesThePrivate Banking Representativewill be responsible for adhering to established Bank and department standards. These responsibilities include:Answer incoming correspondence (calls, emails, faxes, voicemail) within established department standardsAssist clients with new products and servicesOpen new accountsInternal and external inquiries and research requestsProcess client transactions including deposits, transfers and wire transfersDaily client contact - overdraft report, check and wire verification, return deposited items, etc.Verification of Deposit/Credit rating requestsClient supply orders (checks, deposit slips, endorsement stamps, etc.)Cross sell additional Bank products and servicesAssigned daily and monthly tasks and dutiesCoordinate and participate in Department meetingsEnsure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)Support Bank Associates with setup of all additional product and services as requiredAccount Maintenance, (client contact and follow-up)Support Fremont Bank Senior Management as requiredPrepare and process account change requestsUpdate client records (system information, electronic and paper files to ensure file accuracy and completeness)Complete Department supply ordersSpecific assigned monthly tasks (Monthly Recon, Certifications, client report management, CDARS, etc.)Client site travel as required (new accounts, transactions, maintenance)Adhere to established Department standards and guidelinesClient and Bank event assistance as neededEscalation of client concerns as appropriateMinimum Qualifications1-3 years in branch banking experience including corporate/business accounts, cash/treasury management, online banking, remote deposit capture, small business bill pay, and wire transfer experienceAbility to handle escalation, recommending and opening new business accountsHigh level client service skillsExperience solving customer problems and working with high touch customersProfessional communication skillsExperience working with a Windows-based computer environment, working knowledge of Microsoft OfficeHave or acquire Signing AuthorityStrong time management and organizational skills requiredExcellent verbal and written communication skillsHighSchool Diploma/GED or equivalentJob Location: Livermore, CASDL2017

Keywords: Fremont Bancorporation, Livermore , Private Banking Representative, Accounting, Auditing , Livermore, California

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