Sales & Service Associate

Five Star Bank; Twelve Corners (NY); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

PTO & Holidays

Insurance (Medical, Dental, Vision)

Retirement savings (401k)

Employee wellness programs

Job summary

Five Star Bank in Rochester, NY is seeking a Sales & Service Associate who will blend trusted advisory service with everyday banking tasks. You’ll process deposits and withdrawals, open personal and small business accounts, and promote digital tools like online banking and ITMs.

We look for a high school diploma and at least two years in a customer-facing role. The role requires strong communication, teamwork, and comfort with technology, plus occasional branch travel.

Qualifications

• 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.

Responsibilities

• Process deposits, withdrawals, payments, and account service requests with professionalism and accuracy.
• Engage customers to understand financial goals and recommend solutions.
• Assist with opening personal and small business accounts and lending applications.
• Educate customers on self-service and digital banking channels including online banking, mobile apps, and ITMs.
• Represent Five Star Bank at local events and branch outreach.
• Refer complex needs to Relationship Bankers or other partners.
• Follow regulatory requirements, bank policies, and training.
• Support secure cash handling, audit readiness, and general branch operations.

Skills

Customer service

Communication

Digital tools proficiency

Team player

Education

High School Diploma or GED

Tools

ITMs

Banking software

Teller systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full-Time Retail Brighton, Rochester, NY, US

Salary Range: $17.00 To $23.00 Hourly

Join the Five Star Bank Team as a Sales & Service Associate

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

What You’ll Do

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

What We’re Looking For

• 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.

Licensing

• 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.

Physical Requirements

• 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.

Schedule

• Branch schedules vary to meet customer needs, including a rotating Saturday shift from 9:00 AM to 12:00 PM. Evening hours may also be required based on branch needs.
• May involve occasional travel to nearby branch locations based on staffing needs.

Why Five Star Bank

• Community Commitment: Make a difference through programs like Work of Heart week, where associates volunteer with local organizations.
• Career Growth: Clear advancement opportunities into roles such as Relationship Banker.
• Stability: Being in business for over 200 years.
• 17 Days of PTO and 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 and Employee Referral Program
• Wellness Reimbursement and Star Volunteer Program

Ready to make a difference?

The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.