Private Banking Associate Jobs in California (NOW HIRING)

The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team of Private Bankers in driving business growth and delivering Six Diamond Experience. This leadership role requires strong team management and leadership skills, strategic vision and a proven track record in sales performance. They will be responsible for coaching and motivating the team and developing business strategies that expand the private client base and market share.

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

• 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

Sales Leadership & Team Management

• In collaboration with Private Banking leadership - Lead, develop, mentor, and motivate a high-performing Private Banking team to achieve and exceed sales goals.
• Set clear sales goals and expectations, monitor progress and provide regular performance feedback.
• Drive a culture of accountability, continuous improvement and client centric sales excellence.
• Assist in recruiting, onboarding, and training new Private Bankers.

Strategic Planning & Execution

• Assist leadership to develop and implement sales strategies aligned with the company objectives and market opportunities to expand market share.
• Support the Private Banking team in identifying new business opportunities through networking, referrals and partnerships.
• Collaborate with internal partners to offer comprehensive solutions to clients.
• Analyze sales data, reports, market trends and competitor activities to adjust tactics as needed.

Client Relationship & Business Development

• Coordinate and collaborate with leadership to support Private Bankers in managing key clients and complex relationships.
• Foster strong partnerships with external referral sources, centers of influence, and community organizations.
• Actively participate in client events, industry events, networking functions to support private bankers, the bank, and enhance brand visibility.

Operations and Compliance

• Ensure adherence to all regulatory and internal compliance requirements in all sales activities.
• Ensure all broker dealer compliance/attestation/annual compliance certifications are completed in a timely manner.
• Ensure all required bank compliance trainings and expense reports are completed in a timely manner.

• Bachelor's degree required.
• 5-7 years' experience in branch banking and/or private banking leadership.
• Proven ability to lead and inspire sales teams to meet ambitious goals.
• Strong knowledge of bank products and services.
• Excellent interpersonal, communication, and presentation skills.
• Licenses: Series 7 and 66 required. Will assist with licensing if needed.

• 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

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)

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.

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.

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.

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.