Sales & Service Associate

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

Job summary

An established industry player is looking for a Sales & Service Associate to enhance customer relationships and provide exceptional service. In this role, you will engage clients in meaningful conversations about their financial needs, recommend suitable products, and ensure compliance with banking regulations. This position offers a dynamic work environment where you can develop your skills in retail banking while contributing to the financial well-being of clients. Join a team that values proactive outreach and customer satisfaction, and enjoy a comprehensive benefits package that supports your career growth.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Tuition Reimbursement

Paid Time Off

Employee Banking Perks

Wellness Programs

Qualifications

• 1+ years in retail banking with transaction processing experience.
• Ability to engage customers and provide financial advice.

Responsibilities

• Deliver personalized client experiences and handle transactions.
• Build and expand banking relationships through outreach.
• Ensure compliance with policies and maintain high service standards.

Skills

Communication Skills

Customer Relationship Management

Knowledge of Bank Products

Organizational Skills

Multitasking

Education

High School Diploma or GED

Tools

Banking Systems and Platforms

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 for current and prospective clients.

Essential Functions

• Builds and expands banking relationships through proactive customer outreach.
• Serves, acquires, and deepens customer relationships.
• Achieves individual and team sales and service goals.
• Develops business and supports customer servicing needs.
• Provides customer service in both transaction processing and sales roles.
• Engages customers proactively about their financial needs.
• Processes deposits, lending applications, account openings, and maintains knowledge of bank products and policies.
• Advises customers and introduces digital banking solutions.
• Participates in community events and supports bank initiatives.
• Ensures compliance with policies, procedures, and regulatory requirements.
• Handles transactions accurately, maintains cash drawer, and supports daily operational needs.
• Refers complex customer needs to appropriate team members.
• Maintains high standards of customer service and professionalism.

Job Related Qualifications

• Education: High School Diploma, GED, or equivalent experience.
• Experience: 1+ years in retail banking, with transaction processing and advice-led customer engagement.

Competencies

• Excellent communication skills, in person and over the phone.
• Knowledge of bank products and services.
• Ability to acquire new customers and develop relationships.
• Experience with banking systems and platforms.
• Strong organizational skills and ability to multitask.
• Teamwork and adaptability.

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.

Other

• Work schedule varies; may include evenings and weekends.
• Registration with NMLS required per SAFE Act.

Benefits

• Medical, Dental, Vision Insurance
• Health Savings and Flexible Spending Accounts
• Life Insurance, Disability, and Voluntary Offerings
• Tuition Reimbursement, Employee Referral, and Wellness Programs
• Employee Banking Perks, Paid Time Off, Holidays