About

• Description
• Who We Are
• Five Star Bank is a high performing $4.6 Billion community business bank operating through 9 offices - 4 in the Capital Region, 3 in the North State and 2 in the San Francisco Bay Area. 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 Overview
• The Managing Director is responsible for developing new loan and deposit relationships within a specific target market; and providing a superior level of customer relations and service. The Managing Director is responsible for attaining established individual, department and Bank goals through active participation in sales management and officer call programs.

• Essential Job Functions
• Build, develop, and maintain profitable lending and deposit relationships with new and existing customers
• Generate leads and referrals from a variety of sources through networking in the community
• Establish rapport and maintain familiarity with clients and prospects
• Consult with customers at their place of business to understand their business practices and identify their goals and needs
• Assist with customers’ needs such as deposit accounts, specialty products and other banking services
• Promote products and services to best meet the business and personal needs of our customers
• Develop and implement a sales action plan with objectives and strategies to increase revenue and aggressively acquire new accounts
• Develops sales documentation including but not limited to spreadsheets, correspondence, sales proposals, presentations, and internal paperwork for new customer proposals and presentations
• Present effective banking proposals, sales presentations and/or products to targeted prospects
• Create, maintain and actively update prospect database and activity reports; develop sales leads and conduct research and cold calling
• Actively participate in networking functions and industry events
• Contact customers regularly to ensure customer satisfaction and create opportunities to expand business with current clients by identify further business needs
• Cross sell products and services and capitalize on opportunities to expand business; refer clients to other bank areas for additional needs
• Maintain and actively update pipeline report using the bank established format
• Attend conventions, conferences, and trade shows as needed
• Attend and participate in business development and sales meetings
• Comply with all Anti-Money Laundering Laws and Regulations

• Requirements
• Competencies
• Customer/Client Focus
• Communication Proficiency
• Performance management
• Business Acumen
• Initiative
• Results driven
• Organizational skills
• Presentation skills

• Supervisory Responsibility
• This position does not have supervisory responsibility.

• 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
• Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.

• Travel
• This position requires travel. Travel can be outside the local area and overnight.

• Required Education and Experience
• Bachelor’s degree or equivalent
• Two to four years related experience or equivalent preferred

• 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.
• 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.