Relationship Banker
About The Position
Five Star Bank is seeking a Relationship Banker to deliver personalized, advice-led financial solutions and build lasting relationships with consumer and small business customers. The role combines product and service expertise, sales and customer service, local prospecting, community engagement, and support for branch operations. The Relationship Banker also promotes digital banking, resolves customer issues, works with mortgage, wealth, and commercial banking partners on referrals, and follows bank policies and regulatory requirements, including required NMLS registration under the SAFE Act. The position generally follows a Monday-through-Friday schedule, with rotating Saturday shifts and occasional travel to nearby branch locations as needed. Schedules may vary based on branch needs. Five Star Bank offers career advancement opportunities and a comprehensive benefits package.
Requirements
- High school diploma or GED.
- At least 2 years of financial services experience in banking, credit unions, lending, or insurance.
- Strong communication skills and a confident, professional demeanor.
- Consultative approach to customer engagement.
- Comfort using banking systems, digital tools, and teller platforms; training and support are provided.
- Proactive, detail-oriented, organized, and able to multitask in a team environment.
- Registration with the Nationwide Mortgage Licensing System (NMLS) in accordance with SAFE Act regulations.
- Ability to stand for prolonged periods.
- Ability to lift 1–10 lbs regularly and occasionally up to 30 lbs.
- Extensive computer and phone use.
- Ability to travel between office locations as needed.
- Ability to perform repetitive motions.
Nice To Haves
- Consultative sales or customer relationship management experience.
- Strong track record in retail sales or customer service demonstrating consultative skills in financial services.
- Familiarity with core banking and teller systems; training is provided.
Responsibilities
- Use knowledge of Five Star Bank products and services to guide clients in meeting their financial needs.
- Achieve individual and team sales and service goals through proactive, advice-based consultations.
- Engage consumer and small business customers, identify their financial needs, and recommend tailored solutions.
- Prospect and connect with potential customers in the local market.
- Collaborate with mortgage, wealth, and commercial banking partners to refer business opportunities.
- Participate in local events and bank initiatives to strengthen community ties.
- Follow bank policies and regulatory requirements and complete required compliance training.
- Educate customers about mobile apps, online banking, ITMs, and other alternative banking channels.
- Resolve customer account issues and questions in accordance with bank policies.
- Assist with teller duties, cash management, vault balancing, ATM deposits, and cash drawer maintenance as needed.
- Demonstrate teamwork, high performance, and exceptional service while upholding Five Star Bank’s values.
- Travel between nearby office locations as needed.
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, including life, critical illness, accident, hospital indemnity, and legal insurance.
- Tuition reimbursement.
- Employee referral program.
- Wellness reimbursement.
- Star Volunteer Program.
- Employee banking perks.
- Competitive benefits package.
- Potential eligibility for cash or equity-based incentives based on role and performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
