Wealth Management Private Banker at Fremont Bank ...

OverviewWealth 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 education10 Paid Bank HolidaysPaid VacationPaid Sick TimeAn ESOP (Employee Stock Ownership Plan)401K Plan with an employer matchREADY TO LEARN MORE & APPLY?! Keep Reading!!!Title: Wealth Management Private BankerJob Location: Fremont, CAHiring salary range: $86,415.04 - $117,487.07 annualFremont 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 OverviewThe 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 ResponsibilitiesAssess 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 QualificationsMinimum Bachelor/'s DegreeMinimum 3 years of financial services industry experience with a commercial, investment or private bankSeries 6 and 63 (or 66) securities licenses required. Series 7 preferredProven business development in partnership with centers of influence is a mustVery good understanding of local community needs and community involvement is requiredKnowledge of credit products including residential mortgage products, home equity lines of credit and commercial credit facilitiesExperience in understanding the financial needs of all types of clientsStrong relationship building capabilities with clients, branch managers and associates, financial advisors, commercial and residential loan officers and other product specialistsStrong understanding of all banking and lending products including deposit and cash management productsAbility to efficiently, tactfully and professionally screen, manage and/or decline transactions while maintaining client relationshipsPossess excellent business development and marketing skills and desire to consistently achieve top resultsMaintain poise, presence and professionalism with affluent clients in the most difficult circumstancesDetail oriented with strong organizational and analytical skillsPossess excellent oral and written communication skills; exceptional presentation skillsAbility to meet deadlines and manage client expectationsGood collaboration skills in a team-oriented environmentCompletion of formal credit training strongly preferredBenefits401(k)401(k) matchingDental insuranceHealth insurancePaid time offReferral programTuition reimbursementVision insuranceJob DetailsJob Type: Full-timePay: $86,415.04 - $117,487.07 per yearWork ScheduleMonday to FridayWork SettingIn-personOfficeRelocationFremont, CA 94538: Relocate before starting work (Required)Work LocationIn person #J-18808-Ljbffr

Created: 2025-09-17