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Platinum Services Specialist

Fremont Bank • Livermore, CA, US • published 2026-09-28 20:55:42.498304

Description

The Platinum Services Specialist serves as the liaison between Private Banking, Diamond clients, and Fremont Bank to ensure unparalleled service to foster lifetime partnerships, provide innovative solutions and exceed client expectations for world class client experience. The Platinum Services Specialist will focus on high\-touch clients, building and maintaining personal and business relationships to ensure our clients’ banking needs are met. * Responsible for incoming calls support, answering emails and interacting with clients through chats, and video conference within established department standards. * Assist clients with ACH, Remote Deposit Capture, Wire, Positive Pay, and Online Banking. * Assist clients with temporary and permanent increase for ACH, External transfer, Zelle, Remote Deposit Capture, and Wires. * Open new accounts. * Onboarding new Treasury Management Services and provide trouble shooting post boarding. * Internal and external inquiries and research requests. * Process client transactions including deposits, internal transfers, non\-post, RDI, stop payments, and wires transfers. * Daily client contact \- overdraft report, ACH, Positive Pay exceptions, checks ...

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