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Brookvale Financial Services

Company: Fremont Bank
Location: Fremont
Posted on: June 23, 2022

Job Description:

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 2020 and for the past ten consecutive years, Fremont Bank has an immediate opening for a Wealth Management Private Banker in Fremont, CA. Position Overview The 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 Responsibilities Assess 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 inquires 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.

Keywords: Fremont Bank, Fremont , Brookvale Financial Services, Accounting, Auditing , Fremont, California

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