Fremont Bank
Title: Private Banking Specialist
Location: Livermore, CA
Hiresalary range: $31.92 - $43.56 per hour
Fremont Bank, founded in 1964, is one of the oldest independently owned banks in the Bay Area and is among the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2025 and for the past fifteen consecutive years, Fremont Bank has an immediate opening for a
Private Banking Specialist in Livermore, CA . Position Overview
The
Private Banking Specialist
plays a key role in providing high-touch, concierge-level service to Fremont Banks VIP and high-net-worth clients. This individual supports the Private Banking team by managing daily client requests, ensuring operational excellence, and delivering tailored financial solutions to meet unique client needs. The ideal candidate is detail-oriented, client-focused, and thrives in a fast-paced, service-driven environment. Role and 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 (Cashiers 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.
Minimum Qualifications
13 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 bachelors degree preferred. Ability to obtain signing authority within a reasonable timeframe.
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Private Banking Specialist in Livermore, CA . Position Overview
The
Private Banking Specialist
plays a key role in providing high-touch, concierge-level service to Fremont Banks VIP and high-net-worth clients. This individual supports the Private Banking team by managing daily client requests, ensuring operational excellence, and delivering tailored financial solutions to meet unique client needs. The ideal candidate is detail-oriented, client-focused, and thrives in a fast-paced, service-driven environment. Role and 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 (Cashiers 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.
Minimum Qualifications
13 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 bachelors degree preferred. Ability to obtain signing authority within a reasonable timeframe.
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