Relationship Banker

Five Star Bank; Pebble Beach (NY); On-site; USD 19,000 - 26,000; Full time

Benefits offered by this job

17 Days PTO

11 Company-Paid Holidays

Medical, Dental, Vision Insurance

Health Savings Account

401(k) Plan

Company-Paid Life Insurance

Disability Coverage

Tuition Reimbursement

Employee Wellness Program

Volunteer Program

Job summary

Five Star Bank is seeking a Relationship Banker to join our team in Lakeville, NY. You will blend banking expertise with an advisory approach to deliver personalized financial solutions and cultivate lasting customer relationships.

Responsibilities include driving sales and service goals, educating clients on products, and collaborating with mortgage, wealth, and commercial banking partners to refer opportunities. Prior experience in retail sales or customer service is valued.

Qualifications

• Strong communication skills and professional demeanor.
• Consultative approach to client engagement.
• Proactive and detail-oriented with ability to multitask in a team.

Responsibilities

• Demonstrate product and service expertise to support clients.
• Achieve sales and service goals through advisory consultations.
• Build trusted relationships with consumers and small businesses.
• Actively prospect and connect with potential customers in the local market.
• Collaborate with mortgage, wealth, and commercial banking partners to refer opportunities.
• Promote Five Star Bank digital solutions to customers.
• Resolve account issues following bank policies and training.

Skills

Communication skills

Consultative selling

Customer relationship management

Multitasking

Education

High School Diploma or GED

Tools

Banking systems

Digital tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker

Regular Full-Time Retail Lakeville, Lakeville, NY, US

Salary Range: $19.00 To $26.00 Annually

Join the Five Star Bank Team as a Relationship Banker

At Five Star Bank, our people are our greatest competitive advantage. As a Relationship Banker, 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.

What You’ll Do

• Demonstrate Product & Service Expertise: Leverage your expert knowledge of all products and services offered by FSB to support and guide clients in meeting their financial needs.
• Achieve Sales & Service Goals: Drive individual and team success through proactive, advice-based customer consultations.
• Build Trusted Relationships: Confidently engage consumers and small business customers to identify financial needs and recommend tailored solutions.
• Expand the Customer Base: Actively prospect and connect with potential customers within the local market.
• Collaborate Across Teams: Work closely with mortgage, wealth, and commercial banking partners to refer new business opportunities.
• Support the Community: Participate in local events and Five Star Bank initiatives to strengthen community ties.
• Maintain Compliance & Ethics: Adhere to bank policies, regulatory requirements, and complete all required training to ensure full compliance.
• Promote Digital Banking Solutions: Educate customers on mobile apps, online banking, ITMs, and other alternative channels.
• Resolve Customer Issues: Apply bank policies to efficiently handle account problems and questions.
• Support Branch Operations: Assist with teller duties, cash management, vault balancing, ATM deposits, and cash drawer maintenance as needed.
• Lead by Example: Uphold Five Star Bank’s values by demonstrating teamwork, high performance, and exceptional service in every interaction.

What We’re Looking For

• 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.

Licensing

• 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

• Hours are generally Monday through Thursday, 8:00 AM to 5:00 PM, and Friday, 8:00 AM to 5:30 PM, with rotating Saturday shifts; schedules may vary based on branch needs.
• Occasional travel to nearby branch locations may be required.

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.
• 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

The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. 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.