Description

Who We Are

Five Star Bank is a high performing $3.1 Billion community business bank operating through 8 offices - 6 in the Capital Region, 1 in Chico, and 1 in Redding. With an emphasis on commercial real estate and small business 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 Summary:

The Treasury Solutions Advisor plays a key role responsible for partnering, identifying, analyzing, selling and supporting treasury management products and services to established business customers and targeted prospective corporate clients in conjunction with Business Development Officers or as self-sourced leads. The Treasury Solutions Advisor contributes to the bank's deposit growth strategies and goals. This role will provide treasury solutions in a consultative manner while incorporating a keen awareness of risk and a client focused perspective while providing an outstanding experience. They will be instrumental in the execution of Five Star Bank programs to attract new Deposit and Treasury Management customers in the community. The Treasury Solutions Advisor must possess superior critical thinking and listening skills as well as stellar verbal, written, and interpersonal communication skills. Demonstrated proficiency with electronic banking products, implementations and services required; while embracing current and future technology. 

Essential Job Functions

• Proactively works with Business Development Officers and Relationship Managers to coordinate the treasury management strategies to support revenue growth and business development efforts
• Serves as strategic advisor to Business Development Officers, Relationship Managers and the client
• Drives innovation on the solutions we provide clients while balancing risk and reward
• Develop proposals and determine pricing strategies for treasury services
• Maintain a strong working knowledge of treasury products and how they apply to customer business needs
• Commercial awareness is a necessity
• Manage a portfolio of client implementations, monitoring deposit pipeline and requests in queue to ensure aged items are expedited on a timely basis
• Expertly manage each implementation as a project from end to end while meeting defined SLAs with a focus on expediting revenue generation
• Develops and maintains relationships with all key clients
• Maintains awareness of local competition and market pricing for treasury services
• Reviews new product and product enhancement information with internal business partners, as appropriate
• Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars
• Possess working knowledge of the Bank's products and services
• Possess effective communication skills including good presentation and partnering skills
• Maintain standards of professionalism, drive positive customer experience, teamwork, attendance and punctuality
• Maintain customer satisfaction and confidence by representing the bank in a positive manner, maintaining confidentiality, answering various questions and conducting business in a professional manner
• Complete all mandatory training sessions as required by management
• Comply with bank procedures and follow regulatory, operational and security guidelines
• Contribute to the bank team effort by working on special projects and reports, performing other job-related duties, at the discretion of the Treasury Sales Manager

Requirements

Qualifications:

• Typically requires a degree from a four-year college (e.g., B.A., B.S.)
• Minimum 3-5 years of sales and relationship management experience
• Certified Treasury Professional (CTP) accreditation preferred
• Advanced knowledge of treasury management concepts and principles as related to Bank products and services
• Excellent verbal and written communication skills to include selling of Bank services, negotiating and closing sales opportunities, and coordinating with others throughout the Bank; preparing and delivering professional grade presentations
• Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint
• Must be able to travel locally and regionally to business appointments, conferences and events

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 full-time position and hours of work and days are Monday through Friday 8:00 a.m. to 5:00 p.m. Overtime may be necessary as job duties demand.

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 any time 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.

If you are a qualified individual with a disability or a disabled veteran and are unable or limited in your ability to access our website, you can request reasonable accommodation by sending an email to HR@fivestarbank.com

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.