Relationship Banker: Build Trust & Grow Local Wealth

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

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.