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 2023 and for the past thirteen 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 inquires 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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
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