Client Relationship Specialist
Client Relationship Specialist
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Job Description
Who We Are
Five Star Bank is a high performing $4.1 Billion community business bank operating through 8 offices 4 in the Capital Region 3 in the North Valley region and a new office in San Francisco. With an emphasis on commercial real estate and small business we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit speed to serve and deep connection to our market. And they trust us.
Position Overview
The Client Relationship Banker assists with new and existing complex clients that the Relationship Manager oversees with their Business Development Officer. 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 endtoend documentation process from the Relationship Manager.
Specific Tasks
- 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 clients needs based on the review and analysis of personal bank business financial data gathered by the RM and BDO
- Develops and maintains an indepth 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 onthejob 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 AntiMoney Laundering Laws and Regulations
Competencies
Ability to comprehend technical written material; organizational skills; problem solving; time management
Physical Demands
While performing the duties of this position the employee is in regular communication is required to use various tools or objects and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision distance vision and the ability to adjust focus.
Position Type/Expected Hours of Work
This is a fulltime position that may require long hours or occasional weekend work.
Travel
Travel is primarily local during the business day although occasional outofthearea and overnight travel may be expected.
Requirements
- Five years of work experience in same capacity
- Excellent written and verbal communication skills
- Strong organizational problemsolving 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
Other Duties
The purpose of the job description is to outline the duties and responsibilities for which the position is held accountable. The job description does not restrict the right of management to change alter or reassign duties at anytime with or without notice.
EEO Statement
Five Star Bank is an Equal Employment Opportunity (EEO) employer and is committed to creating and maintaining a work environment that is free from all forms of discrimination and harassment. The Five Star Bank EEO policy prohibits harassment or discrimination due to age ancestry color disability gender gender expression gender identity genetic information marital status medical condition military or veteran status national origin race religious creed sex (including pregnancy childbirth breastfeeding and any related medical conditions) sexual orientation and any other classification protected by federal state or local laws regulations or ordinances. It also prohibits retaliation for engaging in protected activity such as filing a discrimination or harassment complaint or participating in an EEO investigation. This policy shall apply to all employment actions including but not limited to recruitment hiring upgrading promotion transfer demotion layoff recall termination rates of pay or other forms of compensation and selection for training including apprenticeship at all levels of employment.
If you are a qualified individual with a disability or a disabled veteran and are unable or limited in your ability to access our website you can request reasonable accommodation by sending an email to
NOTE: Five Star Bank personnel are employed on an atwill basis. All employment is atwill and can be terminated with or without cause at any time by the Employee or by Five Star Bank for any reason or no reason whatsoever with or without notice.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
