Sales & Service Associate

Five Star Bank; Lakeville (NY); On-site; USD 10,000 - 60,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen Sales & Service Associate, der für die Bereitstellung eines personalisierten Kundenerlebnisses verantwortlich ist. Diese Rolle erfordert eine gründliche Kenntnis der Bankprodukte und die Fähigkeit, Kundenbedürfnisse zu erkennen und entsprechende Lösungen anzubieten. Sie werden aktiv an Verkaufs- und Serviceaktivitäten teilnehmen und außergewöhnlichen Kundenservice bieten. Wenn Sie eine Leidenschaft für den Kundenkontakt haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

Medizinische Versicherung

Zahnversicherung

Sehversicherung

Flexible Ausgaben-Konten

Lebensversicherung

Erstattung von Studiengebühren

Bezahlte Freizeit und Feiertage

Qualifications

• Mindestens 1 Jahr Erfahrung im Einzelhandelsbankwesen.
• Starke Fähigkeiten in der Kundenberatung und im Verkauf.

Responsibilities

• Aufbau und Pflege von Kundenbeziehungen durch proaktive Ansprache.
• Bearbeitung von Einzahlungen, Kreditanträgen und Kontoeröffnungen.

Skills

Kundenservice

Verkaufskompetenz

Kommunikationsfähigkeiten

Kenntnisse über Bankprodukte

Beratungsfähigkeiten

Beziehungsaufbau

Education

High School Diploma oder GED

Tools

Banksoftware

Job description

Join to apply for the Sales & Service Associate role at Five Star Bank

This range is provided by Five Star Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$17.00/hr - $21.00/hr

Purpose

The Sales & Service Associate will be responsible for delivering a personalized and caring client experience, efficiently handling sales and service transactions, identifying financial needs, recommending products and services, and engaging business partners to improve the financial well-being of clients. The role requires a thorough understanding of bank products, services, policies, and regulations. The associate will engage in sales and service activities, providing exceptional customer service to current and prospective clients.

Essential Functions

1. Builds and expands banking relationships through proactive customer outreach.
2. Serves, acquires, and deepens customer relationships.
3. Achieves individual and team sales and service goals.
4. Develops business and supports servicing needs of customers.
5. Provides customer service in both transaction processing and sales roles, adapting to office needs.
6. Engages customers in conversations about their financial needs.
7. Processes deposits, lending applications, and account opening transactions accurately.
8. Provides advice-led consultation to customers.
9. Participates in community events and supports community initiatives.
10. Maintains knowledge of and compliance with the Bank's policies, procedures, and regulatory requirements.
11. Introduces customers to digital banking solutions and processes transactions professionally.
12. Manages a cash drawer and follows balancing procedures.
13. Supports daily operational needs including vault and ATM management.
14. Refers complex customer needs to appropriate team members.
15. Identifies and resolves client issues promptly.
16. Handles phone inquiries professionally.
17. Ensures security and audit compliance.
18. Demonstrates high standards of customer service and teamwork.

Job Related Qualifications

Required:

• High School Diploma or GED, or equivalent experience.
• At least 1+ years of retail banking experience, including transaction processing and customer advisory skills.

Competencies

• Excellent communication skills, in person and over the phone.
• Knowledge of bank products and services.
• Advice-led, consultative customer engagement skills.
• Ability to acquire new customers and open new accounts following procedures.
• Experience with banking systems and platforms.
• Strong relationship-building skills.
• Desire to improve customer financial well-being through education and advice.
• Interpersonal and organizational skills, with ability to multitask.
• Teamwork and technology proficiency.
• Personal connection and professional courtesy.

Physical Requirements

• Ability to stand for prolonged periods.
• Lift 1-10 lbs., occasionally up to 30 lbs.
• Travel between office locations.
• Extensive computer and phone usage.
• Repetitive motions.

Other:

• Work schedule varies, may include evenings and weekends.
• Licensing: Registration with NMLS per SAFE Act requirements.

Benefits:

• Medical, Dental, Vision Insurance
• Health Savings and Flexible Spending Accounts
• Company Paid Life, Disability Insurance
• Voluntary Benefits, Tuition Reimbursement, Employee Programs
• Paid Time Off and Holidays

This description is not exhaustive. The role may include other duties. Compensation is based on factors including skills, experience, education, licenses, and market conditions. Successful candidates may be eligible for incentives based on performance.