Position Summary

The Private Banker Sales Associate will support a select team of Senior Private Bankers in delivering exceptional client experience to high-net-worth clients. This role focuses on client onboarding, assisting Private Bankers in managing client relationships, and administrative and servicing support to ensure a seamless client experience. The Associate will work closely with the Senior Private Bankers to maintain strong client relationships and contribute to the operational efficiency of the Private Banking team.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

A people-first culture grounded in inclusion and excellence
Deep community involvement and local reinvestment
A mission-driven workplace where values and performance go hand in hand

The Fremont Bank Way

Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
No-Compromise Approach — we help clients get to "yes"
Core Values:
- Go above and beyond for clients
- Foster a supportive and empowering environment for associates
- Deeply invest in the well-being of our local community

Key Responsibilities

Assist Private Bankers in managing client relationships, including managing their calendar, scheduling client meetings, and preparing materials for client meetings/interactions
Assisting DDI with interest rate bumps, flexing accounts, fee reversals, and other various tasks
Ensure onboarding new clients is smooth, efficient and a done with the Six Diamond experience
Assist by collecting identification, appropriate new account documentation and working with Branch Associates to get the accounts opened accurately, efficiently, and timely
Coordinate with the client to ensure and verify business entity documents are current, i.e. Secretary of State website, statement of information is current, and if no follow-through is required with the client
Post-onboarding: Ensure accounts are properly opened and set up
Assist clients in signing up for online banking, ordering checks, mobile banking, insure account is funded, automatic payments set up, set up bill pay, ACH payments etc. – follow up with client to ensure proper set up and is completed
Post-onboarding for Treasury Management Services: Work hand-in-hand with the Business Services and Cash Management teams to ensure all services are set up in a timely manner
Set expectations/SLA up front with clients and adhere to those timelines
Stay on top of all paperwork and ensure DocuSign is completed
Assist existing Business clients by updating their accounts
Changing/updating signers, changing/updating the title of accounts, adding new accounts to existing Treasury Management services i.e. RDC, wires, ACH etc.
Review daily and reach out to clients on non-sufficient funds/non-post/returns items and ensure the client is taken care of
Assist the Private Banker in reaching out to engage, retain, and grow clients that are between $250,000 - $500,000 that were grandfathered into the portfolio
Follow up/reach out to CD matured clients to renew and deepen relationships
Sort clients in portfolio that need more touches to deepen relationship
Assist in keeping clients up to date on various promotions
Assist with letter bank
Maintain and update account plans in Enact
Assist with updating the portfolio ensuring accounts are linked and merged as appropriate
Becomes the point of contact and support clients when the Private Banker is out of the office

Qualifications & Skills

Minimum 3 years of experience in financial services
College degree preferred
Strong organizational skills and attention to detail
Strong analytical and problem-solving skills
Excellent communication, interpersonal skills, a positive attitude and ability to deliver excellent service to internal business partners and clients
Ability to handle competing priorities effectively in a fast-paced environment with changing priorities
Ability to handle confidential information with discretion
Proficiency in Microsoft office, particularly excel, word and power point
Eagerness to learn about private banking and wealth management

What Makes Fremont Bank Associates Thrive?

Team Players who go above and beyond to support their colleagues
Action-Oriented professionals who challenge the status quo and seek improvement
Purpose-Driven individuals who understand and champion the bank’s community impact

Benefits Snapshot

Health & Wellness

Medical, dental, and vision insurance
Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

Employee Stock Ownership Plan (ESOP)
401(k) with employer match
Performance-based bonuses or incentives

Work-Life & Perks

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)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range is based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy.

Salary Range

USD $35.00 - USD $45.00 /Hr.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Fremont Bank

Latest Jobs

Private Banker Sales Associate