Relationship Banker

Five Star Bank•Geneva, NY

26d•$19 - $26

About The Position

At Five Star Bank, the Relationship Banker combines financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships. The role drives sales and service activities, educates clients about products, and represents the bank’s HEART values. It serves consumers and small business customers, develops new customer relationships, and works with mortgage, wealth, and commercial banking partners to identify referral opportunities. The Relationship Banker also supports branch operations, resolves customer issues, promotes digital banking, maintains compliance, and participates in community initiatives. Hours are generally Monday through Thursday, 8:00 AM to 5:00 PM, and Friday, 8:00 AM to 5:30 PM, with rotating Saturday shifts. Schedules may vary according to branch needs. Occasional travel to nearby branch locations may be required. The role requires registration with the Nationwide Mortgage Licensing System (NMLS) in accordance with SAFE Act regulations. Five Star Bank offers career advancement opportunities, including into Branch Manager and other leadership roles, 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 client 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), as required by SAFE Act regulations.
Ability to stand for prolonged periods.
Ability to lift 1–10 lbs regularly and occasionally up to 30 lbs.
Ability to use a computer and phone extensively.
Ability to travel between office locations as needed.
Ability to perform repetitive motions as required.

Nice To Haves

Consultative sales or customer relationship management experience.
A 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 the bank’s products and services to guide clients in meeting their financial needs.
Drive individual and team sales and service goals through proactive, advice-based customer consultations.
Engage consumer and small business customers to identify 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 account problems and customer 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 in keeping with Five Star Bank’s values.

Benefits

17 days of PTO and 11 company-paid holidays.
Medical insurance.
Dental insurance.
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 life, critical illness, accident, hospital indemnity, and legal insurance.
Tuition reimbursement.
Employee referral program.
Wellness reimbursement.
Star Volunteer Program.
Employee banking perks.
Potential eligibility for cash or equity-based incentives based on role and performance.