Trusted Banking 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

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.