Branch Manager and Relationship Specialist

Who We Are

Five Star Bank is an award-winning and high performing $5.0 Billion community business bank operating through 10 offices - 4 in the Capital Region 3 in the North State 2 in the San Francisco Bay Area and 1 in the Central Valley as well as administrative offices in Newport Beach and Downtown Sacramento. With an emphasis on commercial real estate and small to medium sized businesses 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 Branch Manager and Relationship Specialist manages the daily activities of the branch operations department. Responsible for client service new accounts problem resolution and account servicing. Relies on experience and judgment to plan and accomplish goals. Adheres to and enforces Five Star Banks policies and procedures.

Essential Job Functions

Manages and trains branch operational staff on daily responsibilities policies and procedures

Determines source and resolution of problems through examination of various documents and records

Approves transactions and utilizes signing authority within delegated limits

Responsible for using good judgment and bank regulations to report unusual and suspicious activity to the BSA Officer or Designee

Responsible for ensuring branch is in balance on a daily basis (i.e. cash recap)

Verifies and maintains GL and Bancontrol balances

Recommends daily branch NSF/Non-Post item decisions

Orders cash for the branch & manages vault cash and Fed shipments

Approves (within delegated authority limits) for all customer related requests

Audits all new account documentation for accuracy

Verifies all completed operations certifications (monthly quarterly semi-annually)

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 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

Follows all Bank policies and procedures compliance regulations and completes all required annual training

Provides practical relevant ideas and perspectives on processes or process improvement

Actively engages demonstrates and fosters the Five Star Bank Mission Vision and Values

Complies with all Anti-Money Laundering Laws and Regulations

Competencies

Customer/Client Focus

Personal Effectiveness/Credibility

Problem Solving/Analysis

Teamwork Orientation

Initiative

Organizational Skills

Technical Capacity

• Thorough knowledge of all aspects of Branch Operations
• Working knowledge of computers including use of Word Excel Outlook
• Commitment to excellence and high standards
• Displays superior customer service skills
• Excellent written and verbal communication skills
• Acute attention to detail
• High School Diploma or equivalent

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.

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 any time 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 at-will basis. All employment is at-will 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.