Relationship Banker

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 every day.

Responsibilities

• Demonstrate expert knowledge of all products and services offered by Five Star Bank to support and guide clients in meeting their financial needs.
• Achieve sales and service goals through proactive, advice-based customer consultations.
• Build trusted relationships by engaging consumers and small business customers to identify financial needs and recommend tailored solutions.
• Expand the customer base by actively prospecting and connecting with potential customers within the local market.
• Collaborate with mortgage, wealth, and commercial banking partners to refer new business opportunities.
• Support the community by participating in local events and Five Star Bank initiatives to strengthen community ties.
• Maintain compliance and ethics by adhering to bank policies, regulatory requirements, and completing all required training.
• Promote digital banking solutions by educating customers on mobile apps, online banking, ITMs, and other alternative channels.
• Resolve customer issues by applying bank policies to efficiently handle account problems and questions.
• Support branch operations by assisting with teller duties, cash management, vault balancing, ATM deposits, and cash drawer maintenance as needed.
• Lead by example by upholding Five Star Bank’s values through teamwork, high performance, and exceptional service in every interaction.

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.

Physical Requirements

• 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.

Schedule

Branch schedules vary to meet customer needs, including a rotating Saturday shift from 9:00 AM to 12:00 PM. Evening hours may also be required based on branch needs. Occasional travel to nearby branch locations may be required.

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

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.

Why Five Star Bank

• Community Commitment: Make a difference through initiatives like Work of Heart week, volunteering with local organizations.
• Career Growth: Clear advancement opportunities into Branch Manager or other leadership roles.
• Stability: Being in business for over 200 years.