Branch Manager and Relationship Specialist

Five Star Bank; Rancho Cordova (CA); Hybrid; USD 85,000 - 105,000; Full time

Job summary

Five Star Bank in Rancho Cordova, CA, seeks a Branch Manager and Relationship Specialist to lead daily branch operations, deliver excellent customer service, open new accounts, and resolve issues efficiently.

You will supervise staff, ensure compliance, and collaborate with relationship managers to deepen client relationships, with a focus on community banking and financial solutions for businesses and individuals.

Qualifications

• 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.

Responsibilities

• 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 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.
• 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.
• Relies on experience and judgment to plan and accomplish goals. Adheres to and enforces Five Star Bank’s policies and procedures.

Skills

Customer/Client Focus

Personal Effectiveness/Credibility

Problem Solving/Analysis

Teamwork Orientation

Initiative

Organizational Skills

Technical Capacity

Education

High School Diploma or equivalent

Job description

Description

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 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 Branch Manager and Relationship Specialist manages the daily activities of the branch operations department. Responsible for customer service, new accounts, problem resolution, and account servicing. Relies on experience and judgment to plan and accomplish goals. Adheres to and enforces Five Star Bank’s 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 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
• 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
• Relies on experience and judgment to plan and accomplish goals. Adheres to and enforces Five Star Bank’s policies and procedures.

Requirements

Competencies

• Customer/Client Focus
• Personal Effectiveness/Credibility
• Problem Solving/Analysis
• Teamwork Orientation
• Initiative
• Organizational Skills
• Technical Capacity

Requirements

• 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.

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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.