Sales & Service Associate
About the role
At Five Star Bank, we believe in building lasting relationships and making a positive impact in the communities we serve. As a Sales & Service Associate you will act as a trusted advisor, helping customers achieve their financial goals through personalized service and smart solutions.
Responsibilities
- Support daily banking needs by processing deposits, withdrawals, payments, and account service requests with professionalism and accuracy.
- Deliver personalized financial guidance by engaging in meaningful conversations to understand customers’ financial goals and recommending appropriate solutions.
- Assist customers with opening personal and small‑business accounts and support lending applications in line with bank standards.
- Promote digital tools by educating customers on self‑service and digital banking channels, including online banking, mobile apps, and Interactive Teller Machines (ITMs).
- Represent Five Star Bank at local events and branch outreach to strengthen community connections.
- Identify complex needs and refer clients to Relationship Bankers or other business partners.
- Ensure compliance with regulatory requirements, bank policies, and operational procedures, including completing assigned compliance training.
- Maintain operational excellence by supporting secure cash handling, audit readiness, and general branch functions to ensure smooth daily operations.
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.
- Team player who is detail‑oriented, self‑motivated, and adaptable.
- Licensing registration with the Nationwide Mortgage Licensing System (NMLS) 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; lift 1–10 lb regularly, occasionally up to 30 lb; 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.
Benefits
- 17 days of PTO and 11 company‑paid holidays
- Medical, dental, and vision insurance
- Health Savings and Flexible Spending Accounts
- Retirement savings options 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
Pay
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.