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About the Role
The Relationship Specialist assists Relationship Managers with new and existing complex clients, acting as a trusted advisor. This role ensures the delivery of products and services by managing the end-to-end documentation process and collaborating with internal partners.
Responsibilities
- Assists the RM with individual annual production and growth goals for Business Development Officers.
- Assists the RM with documentation needs for new accounts, cash management services, lending products, and day-to-day documents.
- Assists the RM with daily client needs such as statement reconciliation, statement requests, address changes, online banking changes, check ordering, debit card ordering, and other client needs.
- Assists the RM with BSA exceptions, new account exceptions, and BO certifications.
- Develops a comprehensive understanding of client needs through analysis of financial data.
- Develops and maintains in-depth knowledge of products and services.
- Maintains compliance with all bank regulations and completes required annual training.
- Stays up-to-date on regulation changes.
- Follows all Bank policies and procedures.
- May be asked to mentor or train others.
- Provides practical ideas and perspectives on process improvement.
- Actively engages with and fosters the Five Star Bank Mission, Vision, and Values.
- Assists Relationship Manager with customer follow-up for loan and deposit documentation.
- May assist with writing processes and/or procedures for the Customer Experience Team.
- Complies with all Anti-Money Laundering Laws and Regulations.
Requirements
- Five+ years of work experience in the same capacity.
- Excellent written and verbal communication skills.
- Strong organizational, problem-solving, and analytical skills.
- Ability to understand and follow written and verbal instructions.
- Acute attention to detail.
- Good judgment with the ability to make timely and sound decisions.
- Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
- Working knowledge of the personal computer; Word, Excel, and other necessary programs.
Skills
- Organizational skills
- Problem solving
- Time management
- Ability to comprehend technical written material
Location
- Capital Region
- Chico
- Redding
- San Francisco Bay Area
- Newport Beach
- Downtown Sacramento
Work Type
- Full-time
- Local travel
- Occasional out-of-the-area and overnight travel
Experience Level
- Five+ years of work experience
About the Company
- Five Star Bank is an award-winning and high performing $5 Billion community business bank.
- Operates through 9 offices across California.
- Emphasizes commercial real estate and small to medium sized businesses.
- Partners with organizations to help them be successful by providing highly customized banking solutions.
- Known for an entrepreneurial and empathetic spirit, speed to serve, and deep connection to the market.
Equal Opportunity
- Five Star Bank is an Equal Employment Opportunity (EEO) employer.
- Committed to creating and maintaining a work environment free from all forms of discrimination and harassment.
- Prohibits harassment or discrimination based on age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, race, religious creed, sex (including pregnancy, childbirth, breastfeeding, and any related medical conditions), sexual orientation, and any other classification protected by federal, state, or local laws, regulations, or ordinances.
- Prohibits retaliation for engaging in protected activity.
- Policy applies to all employment actions including recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, compensation, and selection for training.
- Reasonable accommodation is available for qualified individuals with disabilities or disabled veterans.