Assistant Branch Manager - Rockridge

Title: Assistant Branch Manager

Location: Oakland, CA

Hiring salary range: $34.77 - $43.21 per hour

Eligible for Sign-On Bonus: Yes

Fremont 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 2023 and for the past thirteen consecutive years, Fremont Bank has an immediate opening for an Assistant Branch Manager in Oakland, CA.

Position Overview

The Assistant Branch Manager delivers excellent service in accordance with Fremont Bank standards at every client interaction. The Assistant Branch Manager will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Client acquisition efforts may require time performing outside business development activities. Additionally, the Assistant Branch Manager is responsible for supporting branch management by running day-to-day branch operations, sales, coaching, training, and development. In the absence of the Branch Manager, the Assistant Branch Manager will assume the responsibilities of the Branch Manager. Based on branch needs, this position may spend a portion of time handling cash.

Role and Responsibilities

Customer Experience:

• Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service.
  
• Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools.
  
• Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services.
  
• Resolve client issues and handle client requests in a timely, consistent, and professional manner.

Relationship Building:

• Explain, promote, and refer Fremont Bank products and services to current and prospective consumer and business clients.
  
• Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable.
  
• Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management.
  
• Conduct internal and prospective client telemarketing and follow-up duties when assigned by management.
  
• Regular participation in outside business development activities, including individual and joint collaboration of in-person business cold calling, as well as applicable community-based business networking events.
  
• Understand and be able to accurately communicate consumer and business deposit and lending products, as well as merchant payment, payroll, and treasury management services.
  
• 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 customers.

Operations:

• Follow and explain bank policies and procedures as directed by management.
  
• May conduct cash handling and other deposit or payment related transactions.
  
• Responsible for compliance with applicable State and Federal Regulations and laws.
  
• Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling.
  
• Perform miscellaneous operational tasks, including opening and closing the branch.
  
• Assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient Fund (NSF) items, and processing night deposits and cash shipments.
  
• Actively prepare for and participates in branch meetings and training workshops.
  
• Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry related seminars and training classes.
  
• Accountable for staying current on business-related activities in other areas of the Bank.
  
• Maintain a flexible work schedule, to include weekends.
  
• Other additional duties as assigned.

Management:

• In the absence of the Branch Manager, perform Branch manager duties/responsibilities.
  
• Work with Branch Manager to develop and implement daily actions to proactively meet sales goals and objectives.
  
• In cooperation with the Branch Manager, conduct daily quick start sales meetings, along with weekly and monthly sales production meetings with branch personnel.
  
• Track daily, weekly, monthly, and annual sales goals for branch personnel.
  
• Encourage each branch associate to achieve top performance.

Minimum Qualifications

• Minimum 4 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities.
• Minimum 2 years supervisor experience or equivalent preferred.
• Successfully pass the Regulation CC Exam, Operational Knowledge Exam and obtain Signing Authority.
• Proven demonstration of success in building relationships with clients and achieving banking sales and lending objectives.
• Knowledgeable in small business deposit and lending products.
• Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities.
• Knowledge of bank products and services and proven success of effective sales techniques.
• Understanding of banking regulatory compliance issues.
• Excellent listening and presentation skills.
• Minimum 1 year of cash handling experience recommended.
• Must be able to lift at least 25 lbs.
• Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office.
• Strong time management and organizational skills.
• Vision and hearing must be sufficient to interact with clients over the phone and in-person.
• Verbal communication must be clearly spoken and understood.
• Ability to walk and stand for outside business development activities.
• Willingness to perform telemarketing duties as assigned.
• Must possess excellent verbal and written communication skills.
• Proven leadership capabilities.
• A thorough understanding of goal setting and personnel development techniques.
• Superior interpersonal skills with the ability to diffuse hostile client interactions and mediate employee relation issues.
• Proven ability to motivate personnel in sales productivity and operational compliance.
• A professional appearance is required.
• High school diploma or GED required; College degree preferred.