Job Description

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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.

Position Title: Service Associate Reports To: Senior Branch Manager or Branch Manager Department: Retail Banking FLSA Status: Non-Exempt Purpose : The Service Associate is a critical member of the retail team delivering a personalized and caring client experience, efficiently executing banking transactions, and introducing products and services that improve the financial well-being of customers.

Supervisory Responsibilities :

Degree of Supervision Received: Moderate

• Supervision Received (title): Senior Branch Manager or Branch Manager

Degree of Supervision Given: None

• Supervision Given to (Titles): N/A

Essential Functions :

• Achieving individual and team-based servicing goals
• Greets clients and prospective clients entering the office following established customer service guidelines.
• Provides exceptional customer service and an outstanding banking experience by handling financial transactions accurately and professionally.
• Maintains responsibility for a cash drawer and follows proper balancing procedures.
• Supports daily operations of the office to include processing night deposit bags, ATM deposits, balancing the vault, ATM, cash recycler, and cash advance machine, or other operational needs.
• Answers the phone within the office promptly and professionally.
• Ensures compliance with security and audit procedures.
• Understands and adheres to established policies and procedures.
• Maintains knowledge of regulatory compliance requirements and completes assigned compliance training.
• Develops and maintains knowledge of bank products and services.
• Introduces customers to alternate banking channels including ATM/ITM and Digital
• Identifies customer needs and refers to the appropriate team member/business partner.
• Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.

Job Related Qualifications - Education and Prior Experience :

Required:

• Education: High School Diploma or GED or equivalent business experience
• Prior Experience: : 1+ year customer service experience

Preferred:

• Education: Associate degree
• Prior Experience: 1+ year customer service and transaction processing experience in financial services

Competencies :

• Ability to make personal connections, engage clients, be courteous and professional.
• Ability to successfully utilize multiple systems and applications accurately and simultaneously.
• Knowledge of and ability to provide products and services available through retail banking.
• Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations.
• Strong organizational and time management skills
• Ability to thrive in a team environment.
• Strong mathematical, communication and interpersonal skills
• Ability to learn and utilize new technology effectively and efficiently.

Physical Requirements :

• Able to regularly stand for prolonged periods of time.
• Able to regularly lift 1-10 lbs., occasionally lifting to 30 lbs.
• Able to travel between office locations.
• Extensive computer usage is required.
• Moderate to extensive phone usage is required.
• Ability to perform repetitive motions.

Other:

• Work schedule: Varies with office needs and may include evenings and weekends.

This is not exhaustive. The Service Associate may be required to perform other duties as assigned.

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