Wealth Management Private Banker

Position Overview

As a Wealth Management Private Banker, you will collaborate with branch leadership, financial advisors, and both commercial and residential lending teams to deliver tailored financial guidance across our product lines. The role focuses on attracting high-value clients and expanding relationships by evaluating deposits, lending, and investment needs.

Location

Livermore, CA 94551

Salary Range

The annual compensation for this role ranges from $95,100.00 to $129,300.00, depending on experience, skills, and internal equity. Final decisions align with Fremont Bank’s compensation philosophy.

About Fremont Bank

Founded in 1964, Fremont Bank is one of the Bay Area’s oldest independently owned banks and has consistently earned Top Workplace recognition for fifteen consecutive years. Our foundation rests on relationships with clients, colleagues, and the communities we serve. We offer a people-first culture rooted in inclusion and excellence, strong community involvement, and a mission-driven workplace where values align with performance. The Fremont Bank Way provides full-service banking with advanced technology and exceptional service, and a no compromise approach to helping clients reach a yes. Our core values are to go above and beyond for clients, foster a supportive environment for associates, and invest in the well being of our local communities.

Position Responsibilities

• Assess client needs and opportunities, delivering well-informed financial recommendations in collaboration with partners or independently to align with each client’s goals.
• Develop and maintain a robust pipeline of opportunities to meet and exceed targets.
• Establish a standard of excellence and execution, building confidence with partners by fully developing banking opportunities for their clients.
• Serve as the subject matter expert for branch inquiries about the bank's products and services.
• Analyze the competitive landscape and create strategies to retain existing business and win new relationships.
• Collaborate effectively with branch managers, associates, and all partners to align efforts and maximize results.

Qualifications

• Bachelor’s degree preferred.
• Minimum of three years in financial services with experience in commercial, investment, or private banking.
• Licenses: Series 6 and 63 or 66 required; Series 7 is preferred.
• Proven ability to develop business in partnership with centers of influence.
• Strong awareness of local community needs and involvement.
• Knowledge of credit products including residential mortgages, home equity lines of credit, and commercial facilities.
• Ability to understand the financial needs of diverse client segments.
• Excellent relationship-building skills with clients, branch staff, financial advisors, loan officers, and product specialists.
• Solid knowledge of all banking and lending products including deposits and cash management.
• Ability to screen, manage, and, when necessary, decline transactions while preserving client relationships.
• Strong business development and marketing capabilities with a track record of top results.
• Professional demeanor under pressure when dealing with affluent clients.
• Detail-oriented with strong organizational and analytical abilities.
• Excellent verbal and written communication and presentation skills.
• Ability to meet deadlines and manage client expectations.
• Collaborative team player who works well in a group setting.
• Completion of formal credit training is highly preferred.

What Makes Fremont Bank Associates Thrive

• Team players who go beyond to support colleagues.
• Action oriented professionals who challenge the status quo and seek improvements.
• Purpose driven individuals who understand and champion the bank's community impact.

Benefits Snapshot

• Health and wellness coverage including medical, dental, and vision insurance.
• Flexible Spending Accounts for healthcare, dependent care, and health savings.
• Retirement and ownership benefits including an Employee Stock Ownership Plan and a 401(k) with employer match; eligible for performance-based bonuses or incentives.
• Paid time off including holidays, vacation, and sick leave.
• Free personal checking and savings accounts; home loan rate discounts.
• Tuition reimbursement and resources for professional development.
• On-site gym or discounted health club memberships.
• Employee Assistance Program.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan is a mechanism for Fremont Bank to contribute to the retirement accounts of associates and to share in the growth and prosperity of the organization.

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer and is committed to fostering an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic.