About this opportunity
Five Star Bank lists this Personal Financial Advisor opportunity in geneva, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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. Youll drive sales and service activities, educate clients on products, and embody Five Star Banks HEART values every day.
Leverage your expert knowledge of all products and services offered by FSB to support and guide clients in meeting their financial needs.
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.
Uphold Five Star Banks values by demonstrating teamwork, high performance, and exceptional service in every interaction.
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.
Comfortable using banking systems, digital tools, and teller platforms; training and support provided.
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.
Extensive computer and phone use.
Ability to travel between office locations as needed.
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; 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.
~ 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
~ Employee Banking Perks
Apply today and join a team that values service, community, and growth.
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. 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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.