Float Sales & Service Associate at Five Star Bank | Dundee, NY, US | Rezi

Float Sales & Service Associate at Five Star Bank

Float Sales & Service Associate

Five Star Bank · Dundee, NY, US

3 days ago

Float Sales & Service Associate

Five Star Bank · Dundee, NY, US

3 days ago
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About the Role

As a Sales & Service Associate, you’ll be a trusted advisor, helping customers achieve their financial goals through personalized service and smart solutions.

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.
  • Familiarity with banking or teller systems is a plus; training and support are provided.
  • 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
  • Communication
  • Teamwork
  • Detail-oriented
  • Self-motivated
  • Adaptable

Location

  • Dundee
  • Hammondsport

Work Type

  • Full-time
  • Hybrid

Experience Level

  • 2+ years of experience

Education Level

  • High School Diploma or GED

Benefits

  • 17 Days of PTO
  • 11 Company-Paid Holidays
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Health Savings Accounts
  • Flexible Spending Accounts
  • Retirement Savings Accounts
  • Pension Plans
  • 401(k) Plans
  • Company-Paid Life Insurance
  • Disability Coverage
  • Voluntary Life Insurance
  • Voluntary Critical Illness Insurance
  • Voluntary Accident Insurance
  • Voluntary Hospital Indemnity Insurance
  • Voluntary Legal Insurance
  • Tuition Reimbursement
  • Employee Referral Program
  • Wellness Reimbursement
  • Star Volunteer Program
  • Employee Banking Perks

About the Company

  • At Five Star Bank, we believe in more than just banking — we believe in building lasting relationships and making a positive impact in the communities we serve.
  • Make a difference through programs like Work of Heart week, where associates volunteer with local organizations.
  • Clear advancement opportunities into roles such as Relationship Banker.
  • Being in business for over 200 years.