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Fremont Bank

Runs banking and lending across California

Senior Assistant Branch Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCarmel-By-The-Sea, CA, USA$73k - $90k /yrIn-person

About the Job

Requirements

  • A minimum of four years of sales and customer service experience in a customer-facing banking environment, including prior consumer and business account opening responsibilities.
  • A minimum of two years of supervisory experience or equivalent is preferred.
  • Successfully pass the Regulation CC Exam and Operational Knowledge Exam, and obtain Signing Authority.
  • Demonstrate success building client relationships and achieving banking sales and lending objectives.
  • Have knowledge of small business deposit and lending products.
  • Demonstrate success in small business lending, prospecting, and cold-calling new outside business opportunities.
  • Have knowledge of bank products and services and demonstrate effective sales techniques.
  • Understand banking regulatory compliance issues.
  • Have at least one year of cash-handling experience; this is recommended.
  • Be able to lift at least 25 pounds.
  • Have basic computer literacy, including a Windows-based computer environment and working knowledge of Microsoft Office.
  • Have strong time-management and organizational skills.
  • Have sufficient vision and hearing to interact with clients by phone and in person.
  • Communicate verbally in a clear and understandable manner.
  • Be able to walk and stand for outside business development activities.
  • Be willing to perform telemarketing duties as assigned.
  • Have excellent verbal and written communication skills.
  • Demonstrate leadership capabilities and a thorough understanding of goal-setting and personnel-development techniques.
  • Have strong interpersonal skills, including the ability to defuse hostile client interactions and mediate employee-relations issues.
  • Demonstrate the ability to motivate personnel in sales productivity and operational compliance.
  • Maintain a professional appearance.
  • Have a high school diploma or GED; a college degree is preferred.
  • Maintain a flexible work schedule, including weekends.

Responsibilities

  • Deliver customer service in alignment with bank standards at every client interaction.
  • Oversee hiring, training, management, and supervision of branch staff to maintain operational integrity, productivity, and security.
  • Implement bank policies, procedures, and security measures to protect customers and the bank, and ensure staff compliance.
  • Balance branch vault cash, prepare operational reports and certifications, and lead associates in cross-selling and new-business referrals.
  • Support the Branch Manager in maintaining smooth teller-line operations and provide ongoing guidance, training, and support to branch staff.
  • Achieve sales standards through outbound calling, outside prospecting, and expanding relationships with existing clients.
  • Recommend or refer retail consumer and business products and services to prospective and existing clients, and develop internal partner relationships to expand client relationships.
  • Conduct client acquisition and outside business development activities as needed.
  • In the Branch Manager’s absence, assume responsibility for branch operations, sales, coaching, training, and development.
  • Provide service that meets or exceeds bank standards for customer experience.
  • Expand client relationships by identifying needs and using client needs-assessment tools.
  • Obtain required new-account documentation, enter data, and prepare client paperwork for product and service sales.
  • Resolve client issues and requests in a timely and professional manner.
  • Explain, promote, and refer bank products and services to current and prospective consumer and business clients.
  • Meet assigned sales and referral objectives, contribute to branch goals, and refer customers to business partners when appropriate.
  • Maintain accurate performance records and pipeline activities, and regularly review performance results with Branch Management.
  • Conduct internal and prospective client telemarketing and follow-up when assigned by management.
  • Participate in outside business development, including individual and collaborative in-person cold calling and applicable community-based business networking events.
  • Communicate consumer and business deposit and lending products, merchant payment services, payroll services, and treasury management services accurately.
  • Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion.
  • Open new accounts and service existing accounts, including business accounts.
  • Follow and explain bank policies and procedures as directed by management.
  • Comply with applicable state and federal regulations and laws.
  • Perform operational duties accurately, with attention to detail and proper cash handling.
  • Balance the cash drawer and vault cash accurately and keep workstations and desks neat and organized.
  • Maintain teller and branch cash limits and coordinate cash shipments to meet branch needs, legal requirements, and business demand.
  • Complete and submit branch reports, certifications, and audits accurately and on time.
  • Train associates on customer service, banking procedures, and regulatory requirements.
  • Prepare for and participate in branch meetings and training workshops.
  • Stay informed about job-related issues, bank promotions, and changes to products, services, policies, and procedures; participate in industry seminars and training classes.
  • Stay current on business-related activities in other areas of the bank.
  • Perform other duties as assigned.
  • Perform Branch Manager duties and responsibilities in the Branch Manager’s absence.
  • Directly manage tellers, senior tellers, lead tellers, and operations supervisors.
  • Hire, train, and performance-manage operations staff, and conduct their annual performance appraisals.
  • Supervise and coordinate associate schedules to meet customer needs and ensure policies and procedures are followed.
  • Work with the Branch Manager to develop and implement daily actions to meet sales goals and objectives proactively.
  • Conduct daily quick-start sales meetings and weekly and monthly sales-production meetings with branch personnel in cooperation with the Branch Manager.
  • Track daily, weekly, monthly, and annual sales goals for branch personnel.
  • Encourage branch associates to achieve strong performance.

Desired Qualifications

  • A minimum of two years of supervisory experience or equivalent.
  • A college degree.

About the Company

Fremont Bank

Runs banking and lending across California

Fremont Bank lends to households and businesses in California's Bay Area through local branches and digital banking, with services for everyday money management and long-term financial planning. It finances home purchases and refinances, small-business expansion, commercial buildings, and construction projects. Its bankers manage checking and savings accounts, payroll and everyday payments, while wealth and trust specialists work on investments and estate planning. The bank earns money from interest charged on its loans and fees for financial services, using customer deposits to fund its lending. Founded in 1964, Fremont Bank is headquartered in Fremont, California.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Fremont, CA
Founded
1964

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