Fremont Bank · 15 hours ago
Private Banking Specialist
Livermore, CA
Full-time
Onsite
Entry, Mid Level
$31.92/hr - $43.56/hr
2+ years expFremont Bank is one of the Bay Area’s most respected financial institutions, seeking a Private Banking Specialist to enhance their Private Banking team. The role involves providing high-touch service to VIP and high-net-worth clients, managing client requests, and ensuring operational excellence.
Financial ServicesMortgageRetail
Responsibilities
Serve as a primary point of contact for high-value clients, providing timely and personalized support
Open and manage a variety of personal and business deposit accounts
Assist with onboarding and servicing of Treasury Management and Cash Management Services (e.g., ACH, Wire Transfers, RDC, Positive Pay)
Respond to all client communications (phone, email, fax, voicemail) in accordance with department service standards
Research and timely resolve complex client inquiries, including transaction issues, overdraft handling, research, rejected transactions, and account discrepancies
Support relationship managers and private bankers in client meetings, account reviews, and follow-up documentation
Coordinate, prepare and execute all client transactions (Cashier’s checks, outgoing wires, and limit increases)
Prepare account change documentation and update client profiles in internal systems
Facilitate supply orders for clients (checks, deposit slips, endorsement stamps, etc.)
Maintain accurate and complete electronic and paper client records
Monitor client portfolios and perform proactive outreach to ensure satisfaction and identify cross-sell opportunities
Assist with compliance and audit tasks, including certifications and monthly reconciliations
Attend client site visits and bank-sponsored events as needed
Ensure full compliance with internal policies and regulatory guidelines (GLBA, BSA, security protocols)
Maintain a professional, organized, and service-driven department image
Qualification
Required
2-5 years of experience in retail or commercial banking, preferably in a high-touch or private client environment
Knowledge of deposit account products, treasury services, and online banking platforms
Ability to explain and support clients through product setups (e.g., RDC, ACH, wire services)
Excellent verbal and written communication skills
Strong interpersonal and relationship management abilities
High attention to detail and accuracy in handling confidential client information
Proficiency with Microsoft Office and Windows-based systems
High school diploma or GED required; associate or bachelor's degree preferred
Ability to obtain signing authority within a reasonable timeframe
Preferred
associate or bachelor's degree preferred
Benefits
Medical, dental, and vision insurance
Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
Employee Stock Ownership Plan (ESOP)
401(k) with employer match
Performance-based bonuses or incentives
Paid holidays, vacation, and sick time
Free personal checking and savings accounts
Home loan rate discounts
Tuition reimbursement and professional development resources
On-site gym and discounted health club memberships
Employee Assistance Program (EAP)
Company
Fremont Bank
Fremont Bank is a retail and commercial bank and California mortgage lender.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
V
Vivian Yeung
Executive Vice President, Chief Digital & Technology Officer
Recent News
2024-04-08
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