Personal Banker
About the job
- Two years of sales and customer service experience in a customer-facing banking environment, with previous new account opening responsibilities or equivalent preferred.
- Previous demonstration of success in building client relationships and achieving banking sales and lending objectives.
- Familiarity with small business deposit and lending products, prospecting, and cold calling new business opportunities.
- Knowledge of bank products and services and effective sales techniques.
- Understanding of banking regulatory compliance issues.
- At least one year of cash handling experience is recommended.
- Ability to lift at least 25 pounds.
- Basic computer literacy, including working with a Windows-based computer environment, and working knowledge of Microsoft Office.
- Ability to maintain a flexible work schedule, including weekends.
- Ability to perform telemarketing duties as assigned.
- A professional appearance is required.
- A high school diploma or GED is required.
- Provide service consistent with or exceeding the bank's Six Diamond Experience customer service standards.
- Promote and expand client relationships by identifying needs using client needs assessment tools.
- Obtain required new account documentation, input data, and prepare client paperwork for product and service sales accurately.
- Resolve client issues and handle client requests in a timely, consistent, and professional manner.
- Explain, promote, and refer bank products and services to current and prospective clients.
- Meet assigned sales and referral objectives and contribute to branch goals, including referring customers to business partners when applicable.
- 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 business cold calling and applicable community-based networking events.
- Accurately communicate consumer and business deposit and lending products.
- 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.
- Conduct cash handling and other deposit- or payment-related transactions as needed.
- Comply with applicable state and federal regulations and laws.
- Perform operational duties accurately and with attention to detail, including proper cash handling.
- Perform miscellaneous operational tasks assigned by a supervisor, including opening and closing the branch.
- Assist with daily operational duties as needed, including teller transactions, branch cash balancing, review and processing of Non-Sufficient Fund items, and processing night deposits and cash shipments.
- Prepare for and participate in branch meetings and training workshops.
- Stay informed about job-related issues and changes in bank promotions, products, services, policies, and procedures; participate in industry seminars and training classes.
- Stay current on business-related activities in other areas of the bank.
- Maintain a flexible work schedule, including weekends.
- Perform other additional duties as assigned.
- Signing authority.
- A college degree.
About the company
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
N/A
Total Funding
N/A
Headquarters
Fremont, California
Founded
1964
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Simplify's Take
What believers are saying
- Profitability supports staying power: Fremont Bank earned $67.8 million for the year ending December 2025.
- Retirement includes employee ownership: Fremont Bank lists a stock-ownership plan alongside its partially matched 401(k).
- Long tenures suggest continuity: Fremont Bank says 64% of its employees have stayed for at least five years.
What critics are saying
- Property dominates credit exposure: real estate loans represented 92% of Fremont Bank's loan book in June 2026.
- Uninsured funding is substantial: estimated uninsured deposits made up 46% of Fremont Bank's deposits in June 2026.
- Retail work includes sales pressure: Fremont Bank's San Jose banker posting paired sales goals with $23.56-$33.65 hourly pay.
What makes Fremont Bank unique
- Family control remains central: Fremont Bank says the family that started it still owns the bank.
- Fremont Bank says giving is built into earnings: 5% of pre-tax profits are designated for charity.
- Fremont Bank reports mortgage-servicing scale: over 55,000 clients account for loan balances exceeding $11 billion.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Health Savings Account/Flexible Spending Account
401(k) Company Match
Paid Holidays
Paid Vacation
Paid Sick Leave
Flexible Work Hours
Tuition Reimbursement
Professional Development Budget
Gym Membership
Employee Assistance Program
Performance Bonus
Company News
Community bank's structure is prominent addition to local revitalization projectFREMONT, Calif., June 10, 2024 /PRNewswire/ -- Fremont Bank, one of California's oldest, independent, family-owned and managed banks, announced today the completion of its new Fremont, Calif. flagship branch at 39150 Fremont Blvd. The 34,000-square-foot, six-story building houses its main branch financial center, along with executive, administrative, and Fremont Bank Foundation staff. The opening of the facility comes as Fremont Bank celebrates its 60th anniversary year. The bank will mark both occasions by having a neighborhood block party on June 15 from 11 am - 3 pm to celebrate.The modern structure is at the gateway of the Capitol Avenue renewal, and it's the site of Fremont Bank's original headquarters. Fremont Bank's financial center occupies the first two floors where associates can help assist customers with day-to-day banking needs, commercial and personal loan support, along with wealth management and trust services.The building, which was recognized by the Silicon Valley Business Journal as a 2022 Structures Honoree for Best Office Project (small), also includes state-of-the-art features, such as:An all-glass frontage A two-story grand hall Special electrochromic glass – tintable glass controlled electronically from a satellite dish on the roof that tracks ambient light as the sun shifts Unique "fins" on the facade provide visual interest and also work in concert with the electrochromic glass for sun shade Changeable, colored LED lights on the fins A 1,500-square-foot garden rooftop meeting space Striking rooftop trellis visible from the street"This incredible flagship location is a natural extension of Fremont Bank's commitment to the Tri-Cities and our other Bay Area communities," said Andy Mastorakis, Fremont Bank President and CEO
The Hayward Area Recreation and Park District (H.A.R.D.) and the H.A.R.D. Foundation are excited to announce the award of a $100,000 grant from the esteemed Fremont Bank Foundation.