Senior Relationship Manager

Position Title: Senior Relationship Manager

Reports To: Rebecca Westervelt - Managing Director

Department: HNP Capital, LLC

FLSA Status: Exempt

Purpose: The Senior Relationship Manager will primarily be responsible for the development of a book of clients. Working with an internal and external network of centers of influence, the Senior RM will actively represent HNP Capital to develop new sources of prospects and clients. The Senior RM will also be a member of the Investment Committee.

Supervisory Responsibilities:

Degree of Supervision Received: Minimal

• Supervision Received (title): Rebecca Westervelt - Managing Director

Degree of Supervision Given: None currently

• Supervision Given to (Titles): None currently

Essential Functions:

1. Develop a robust pipeline of new business opportunities via direct outreach and prospecting to expand HNP's individual, institutional and retirement plan business lines
2. Deliver advisory services to clients, with regular portfolio and financial planning reviews
3. Network with bank lenders, SDN, bank executives, and other internal centers of influence to establish a referral network.
4. Network with attorneys, accountants, and other external centers of influence to establish a referral network.
5. Actively participate and contribute to the Investment Committee research meetings. Work to deploy appropriate investment strategies for clients.
6. Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
7. This job description is not exhaustive. The Senior Relationship Manager may be required to perform other duties as assigned, including supporting other talent development and planning work that supports the business success.

Job Related Qualifications - Education and Prior Experience:

Required:

• Education: Bachelor's Degree
• Prior Experience: 10+ years investment management and sales.
• Licenses or Accreditation: None

Competencies:

1. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
2. Ability to lead discussions with foundation/non-profits and investment committees
3. Strong organization and leadership abilities.
4. Ability to network with business leaders, internal partners, and external centers of influence.

Physical Requirements:

1. Able to regularly sit for prolonged periods of time.
2. Able to regularly stand for prolonged periods of time.
3. Able to travel:
   1. Frequently
4. Extensive computer usage is required.
5. Ability to work:
   1. Evenings
      1. Occasionally
   2. Weekends
      1. Occasionally

Five Star Bank and affiliate companies are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Five Star Bank and affiliate companies are committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at (585) 786-4344, or (585) 786-1417 or 585-498-7565.

Note: At a later stage in the application process, applicants may be required to provide information about their criminal conviction history, if any, and to authorize the procurement of a consumer report that will contain, among other things, information about criminal conviction history. Except as required by applicable law, past criminal convictions will not automatically disqualify an applicant from employment, and Five Star Bank will only consider such history in accordance with applicable law. Please be advised, however, that federal law prohibits Five Star Bank from employing "any person who has been convicted of any criminal offense involving dishonesty or a breach of trust or money laundering or has agreed to enter into a pretrial diversion or similar program in connection with a prosecution for such offense" unless the FDIC has provided prior written consent.