Sales & Service Associate

Five Star Bank•Victor, NY

About The Position

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.

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.

Nice To Haves

Familiarity with banking or teller systems is a plus; training and support are provided.

Responsibilities

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.

Benefits

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
Employee Banking Perks