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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.