Relationship Specialist

Five Star Bank, Ca•San Francisco, CA

4d•Onsite

About The Position

The Relationship Specialist assists with new and existing complex clients that the Relationship Manager oversees with their Business Development Officer. This role establishes and maintains a “trusted specialist” relationship with the Relationship Manager based on knowledgeable advice that is aligned to the RM’s current client portfolio they manage. Acting as a part of the Customer Experience team, this position works in tandem with their Relationship Manager and internal partners (i.e. operations, technology and sales) to ensure delivery of products and services is completed within agreed upon timeframes, with full ownership of end-to-end documentation process from the Relationship Manager.

Requirements

Five+ years of work experience in same capacity
Excellent written and verbal communication skills
Strong organizational, problem-solving, and analytical skills
Ability to understand and follow written and verbal instructions
Acute attention to detail
Good judgment with the ability to make timely and sound decisions
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Working knowledge of the personal computer; Word, Excel, and other programs needed to do the job
Ability to comprehend technical written material; organizational skills; problem solving; time management

Responsibilities

Assists the RM with the individual annual production and growth goals for Business Development Officers
Assists the RM with documentation needs for new accounts, cash management services, lending products, and day to day documents
Assists the RM with daily clients needs such as, but not limited to statement reconciliation, statement requests, address changes, online banking changes, check ordering, debit card ordering and other client needs that may arise
Assists the RM with BSA exceptions, new account exceptions, and BO certifications
Develops a comprehensive understanding of the client’s needs based on the review and analysis of personal bank business financial data gathered by the RM and BDO
Develops and maintains an in-depth knowledge of products and services
Maintain compliance with all bank regulations for assigned job function and applies to designated job responsibilities: knowledge may be gained through coursework and on-the-job training
Keeps up to date on regulation changes
Follows all Bank policies and procedures, compliance regulations, and completes all required annual training
May be asked to mentor, or train others
Provides practical, relevant ideas and perspectives on processes or process improvement
Actively engages, demonstrates, and fosters the Five Star Bank Mission, Vision and Values
Assists Relationship Manager with customer follow up for documentation pertaining to loans and deposits
May assist with writing processes and/or procedures that are needed within the Customer Experience Team
Comply with all Anti-Money Laundering Laws and Regulations