Relationship Specialist

Five Star Bank Company; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Five Star Bank Company is seeking a full-time Relationship Specialist in San Francisco, California. This role focuses on supporting the Relationship Manager with complex clients, ensuring excellent customer service and compliance with bank regulations.

Ideal candidates will have over five years of experience and strong communication, organizational, and analytical skills. The position may require some local travel and adherence to a flexible work schedule.

Qualifications

• Five+ years of work experience in a similar role.
• Ability to understand and follow written and verbal instructions.
• Ability to make timely and sound decisions.

Responsibilities

• Assist the RM with documentation needs for new accounts and cash management services.
• Maintain compliance with all bank regulations according to job function.
• Engage and foster the Five Star Bank Mission, Vision and Values.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Problem-solving skills

Analytical skills

Attention to detail

Flexibility and versatility

Tools

Microsoft Word

Microsoft Excel

Job description

Description

Who We Are

Five Star Bank is an award-winning and high performing $5 Billion community business bank operating through 9 offices - 5 in the Capital Region, 1 in Chico, 1 in Redding, 2 in the San Francisco Bay Area, as well as administration 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 Relationship Specialist assists with new and existing complex clients that the Relationship Manager oversees with their Business Development Officer. This role establishes and maintains a “trusted specialist” relationship with the Relationship Manager based on knowledgeable advice that is aligned to the RM’s current client portfolio they manage. 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 end-to-end 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 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
• 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 Anti-Money Laundering Laws and Regulations

Requirements

• Five+ years of work experience in same capacity
• Excellent written and verbal communication skills
• Strong organizational, problem-solving, and analytical skills
• Ability to understand and follow written and verbal instructions
• Acute attention to detailGood 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

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 full-time position that may require long hours or occasional weekend work.

Travel

Travel is primarily local during the business day, although occasional out-of-the-area and overnight travel may be expected.

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.

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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.