Sales & Service Associate

Five Star Bank; Village of Bath (NY); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

17 Days PTO

11 Company-Paid Holidays

Medical, Dental, Vision Insurance

Health Savings Account

401(k) Plan

Life Insurance

Disability Coverage

Tuition Reimbursement

Volunteer Program

Job summary

Five Star Bank is seeking a Sales & Service Associate in Bath, NY. You’ll be a trusted advisor, handling transactions and guiding customers toward financial goals with personalized service and Smart solutions.

You will process daily banking needs, open accounts, promote digital tools, and participate in branch outreach. A customer-first mindset, strong communication, and comfort with technology are essential for success.

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.
• Help customers open personal and small business accounts; support lending applications.
• Educate customers on 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 and general branch operations.

Skills

Customer service

Sales experience

Digital tools

Communication skills

Team player

Education

High School Diploma or GED

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 Bath, NY, US

26 days ago Requisition ID: 5613

Salary Range: $17.00 To $23.00 Annually

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

• Hours are generally Monday through Thursday, 8:00 AM to 5:00 PM, and Friday, 8:00 AM to 5:30 PM, with rotating Saturday shifts; schedules may vary 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