Sales & Service Associate

About the role

At Five Star Bank, the Sales & Service Associate builds lasting relationships and makes a positive impact in the community. The associate acts as a trusted advisor, helping customers achieve their financial goals through personalized service and smart solutions.

Responsibilities

• Process deposits, withdrawals, payments, and account service requests with professionalism and accuracy.
• Engage customers in meaningful conversations to understand their financial goals and recommend appropriate solutions.
• Assist customers with opening personal and small‑business accounts and support lending applications in line with bank standards.
• Educate customers on self‑service and digital banking channels, including online banking, mobile apps, and Interactive Teller Machines (ITMs).
• Participate in local events and branch outreach to strengthen community connections.
• Identify complex needs and refer clients to Relationship Bankers or other business partners.
• Follow regulatory requirements, bank policies, and operational procedures, including assigned compliance training.
• Support 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 (banking, retail, hospitality, or sales preferred).
• 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.
• Ability to 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 – 5:00 PM, and Friday, 8:00 AM – 5:30 PM, with rotating Saturday shifts. Schedules may vary based on branch needs, and occasional travel to nearby branch locations may be required.

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.
• Community commitment programs such as Work of Heart week.
• Clear advancement opportunities into roles such as Relationship Banker.

Pay

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