Sales & Service Associate at Five Star Bank | Village of Dansville, New York | Rezi

Sales & Service Associate at Five Star Bank

Sales & Service Associate

Five Star Bank · Village of Dansville, New York

Today

Sales & Service Associate

Five Star Bank · Village of Dansville, New York

17 hours ago
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About the Role

As a Sales & Service Associate at Five Star Bank, you will be a trusted advisor, helping customers achieve their financial goals through personalized service and smart solutions, going beyond basic transactions.

Responsibilities

  • Process deposits, withdrawals, payments, and account service requests with professionalism and accuracy.
  • Engage in meaningful conversations to understand customers’ financial goals and recommend appropriate solutions.
  • Assist customers with opening personal and small business accounts, and support lending applications in line with bank standards.
  • Educate customers on self-service and digital banking channels including online banking, mobile apps, and Interactive Teller Machines (ITMs).
  • Participate in local events and branch outreach to strengthen our connection to the community.
  • Identify complex needs and connect clients to Relationship Bankers or other business partners.
  • Follow regulatory requirements, bank policies, and operational procedures — including assigned compliance training.
  • Support secure cash handling, audit readiness, and general branch functions to ensure smooth daily operations.

Requirements

  • High School Diploma or GED required.
  • At least 2 years of experience in a customer-facing role, preferably in banking, retail, hospitality, or sales.
  • Confidence balancing service and sales responsibilities with a customer-first approach.
  • Excellent communication skills with a consultative mindset.
  • Comfort using digital tools and helping others navigate technology.
  • A team player who is detail-oriented, self-motivated, and adaptable.
  • Registration with the Nationwide Mortgage Licensing System (NMLS) is required in accordance with SAFE Act regulations.
  • Ability to stand for prolonged periods.
  • Ability to lift between 1–10 lbs regularly, occasionally up to 30 lbs.
  • Extensive computer and phone use.
  • Ability to travel between office locations as needed.
  • Repetitive motions may be required.

Skills

  • Customer service
  • Sales
  • Financial guidance
  • Digital tools promotion
  • Compliance
  • Cash handling
  • Communication
  • Consultative mindset
  • Teamwork
  • Detail-oriented
  • Self-motivated
  • Adaptability

Location

  • Branch locations

Work Type

  • Full-time
  • Rotating Saturday shift
  • Evening hours may be required
  • Occasional travel to nearby branch locations

Experience Level

  • At least 2 years of experience

Education Level

  • High School Diploma or GED

Benefits

  • 17 Days of PTO
  • 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
  • Employee Referral Program
  • Wellness Reimbursement
  • Star Volunteer Program
  • Employee Banking Perks

About the Company

  • Five Star Bank believes in building lasting relationships and making a positive impact in the communities we serve.
  • The bank has been in business for over 200 years.
  • Five Star Bank offers community commitment through programs like Work of Heart week.
  • Five Star Bank provides clear advancement opportunities into roles such as Relationship Banker.