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About the Role
As a Relationship Banker at Five Star Bank, you will combine expert financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships. You'll drive sales and service activities, educate clients on products, and embody Five Star Bank’s HEART values.
Responsibilities
- Leverage expert knowledge of all products and services offered by FSB to support and guide clients in meeting their financial needs.
- Drive individual and team success through proactive, advice-based customer consultations.
- Confidently engage consumers and small business customers to identify financial needs and recommend tailored solutions.
- Actively prospect and connect with potential customers within the local market.
- Work closely with mortgage, wealth, and commercial banking partners to refer new business opportunities.
- Participate in local events and Five Star Bank initiatives to strengthen community ties.
- Adhere to bank policies, regulatory requirements, and complete all required training to ensure full compliance.
- Educate customers on mobile apps, online banking, ITMs, and other alternative channels.
- Apply bank policies to efficiently handle account problems and questions.
- Assist with teller duties, cash management, vault balancing, ATM deposits, and cash drawer maintenance as needed.
- Uphold Five Star Bank’s values by demonstrating teamwork, high performance, and exceptional service in every interaction.
Requirements
- High School Diploma or GED required.
- Minimum 2 years of financial services experience (banking, credit unions, lending, or insurance), with consultative sales or customer relationship management preferred.
- Candidates with a strong track record in retail sales or customer service demonstrating consultative skills in financial services are encouraged to apply.
- Strong communication skills, confident and professional demeanor, and a consultative approach to client engagement.
- Comfortable using banking systems, digital tools, and teller platforms; training and support provided.
- Proactive, detail-oriented, organized, and able to multitask in a team environment.
- Registration with the Nationwide Mortgage Licensing System (NMLS) is required in accordance with SAFE Act regulations.
- Familiarity with core banking and teller systems is preferred; training is provided.
- Ability to stand for prolonged periods.
- Ability to lift 1–10 lbs regularly, occasionally up to 30 lbs.
- Extensive computer and phone use.
- Ability to travel between office locations as needed.
- Repetitive motions may be required.
Skills
- Financial knowledge
- Sales
- Customer service
- Relationship building
- Communication skills
- Consultative approach
- Digital banking solutions
- Problem resolution
- Teamwork
Location
- Local market
Work Type
- Full-time
- Hybrid
Experience Level
- Minimum 2 years of financial services experience
Education Level
- High School Diploma or GED
Benefits
- 17 Days of PTO and 11 Company-Paid Holidays
- Medical, Dental, and Vision Insurance
- Health Savings and Flexible Spending Accounts
- Retirement Savings Accounts including Pension and 401(k) Plans
- Company-Paid Life Insurance and Disability Coverage
- Voluntary Benefits (Life, Critical Illness, Accident, Hospital Indemnity, Legal Insurance)
- Tuition Reimbursement and Employee Referral Program
- Wellness Reimbursement and Star Volunteer Program
- Employee Banking Perks
About the Company
- Five Star Bank has been in business for over 200 years.
- Five Star Bank is committed to making a difference through initiatives like Work of Heart week and volunteering with local organizations.