Relationship Banker at Five Star Bank | Geneva, NY, US | Rezi

Relationship Banker at Five Star Bank

Relationship Banker

Five Star Bank · Geneva, NY, US

3 weeks ago

Relationship Banker

Five Star Bank · Geneva, NY, US

23 days ago
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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 to support and guide clients.
  • Drive individual and team success through proactive, advice-based customer consultations.
  • 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.
  • Collaborate 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.
  • Educate customers on digital banking solutions like mobile apps, online banking, and ITMs.
  • Apply bank policies to efficiently handle account problems and questions.
  • Assist with teller duties, cash management, vault balancing, ATM deposits, and cash drawer maintenance.
  • Uphold Five Star Bank’s values by demonstrating teamwork, high performance, and exceptional service.

Requirements

  • High School Diploma or GED required.
  • Minimum 2 years of financial services experience (banking, credit unions, lending, or insurance).
  • Consultative sales or customer relationship management experience preferred.
  • Strong track record in retail sales or customer service demonstrating consultative skills in financial services.
  • Strong communication skills, confident and professional demeanor.
  • Consultative approach to client engagement.
  • Comfortable using banking systems, digital tools, and teller platforms.
  • Proactive, detail-oriented, organized, and able to multitask in a team environment.
  • 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
  • Consultative selling
  • Digital banking solutions
  • Banking systems
  • Teller platforms

Location

  • Local market

Work Type

  • Full-time
  • Onsite

Experience Level

  • Minimum 2 years of financial services experience

Education Level

  • High School Diploma or GED

Salary/Compensations

  • Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

Benefits

  • 17 Days of PTO
  • 11 Company-Paid Holidays
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Health Savings Accounts
  • Flexible Spending Accounts
  • Retirement Savings Accounts including Pension and 401(k) Plans
  • Company-Paid Life Insurance
  • Company-Paid Disability Coverage
  • Voluntary Benefits (Life, Critical Illness, Accident, Hospital Indemnity, Legal Insurance)
  • Tuition Reimbursement
  • Employee Referral Program
  • Wellness Reimbursement
  • Star Volunteer Program
  • Employee Banking Perks

About the Company

  • Five Star Bank's people are their greatest competitive advantage.
  • Five Star Bank has been in business for over 200 years.
  • Five Star Bank is committed to the community through initiatives like Work of Heart week and volunteering with local organizations.

Equal Opportunity

  • Registration with the Nationwide Mortgage Licensing System (NMLS) is required in accordance with SAFE Act regulations.