Relationship Banker

Five Star Bank • Village of Penn Yan, NY

1d

About The Position

At Five Star Bank, our people are our greatest competitive advantage. As a Relationship Banker, 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 every day.

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.

Responsibilities

• Demonstrate Product & Service Expertise: Leverage your expert knowledge of all products and services offered by FSB to support and guide clients in meeting their financial needs.
• Achieve Sales & Service Goals: Drive individual and team success through proactive, advice-based customer consultations.
• Build Trusted Relationships: Confidently engage consumers and small business customers to identify financial needs and recommend tailored solutions.
• Expand the Customer Base: Actively prospect and connect with potential customers within the local market.
• Collaborate Across Teams: Work closely with mortgage, wealth, and commercial banking partners to refer new business opportunities.
• Support the Community: Participate in local events and Five Star Bank initiatives to strengthen community ties.
• Maintain Compliance & Ethics: Adhere to bank policies, regulatory requirements, and complete all required training to ensure full compliance.
• Promote Digital Banking Solutions: Educate customers on mobile apps, online banking, ITMs, and other alternative channels.
• Resolve Customer Issues: Apply bank policies to efficiently handle account problems and questions.
• Support Branch Operations: Assist with teller duties, cash management, vault balancing, ATM deposits, and cash drawer maintenance as needed.
• Lead by Example: Uphold Five Star Bank’s values by demonstrating teamwork, high performance, and exceptional service in every interaction.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED