Assistant Relationship Officer - Midvale, UT

About the role

Zions Bank is seeking an Assistant Relationship Officer based in the Midvale, Utah office. This role is key to analyzing financial data, preparing loan documentation, and supporting relationship managers to drive loan growth and ensure compliance with banking policies and regulations.

Responsibilities

• Analyze, investigate, gather, and present financial data, tax information, and credit documentation to determine clients’ creditworthiness.
• Review and initiate loan documents for legal and structural considerations, ensuring compliance with policies and regulations.
• Place calls to clients to better underwrite credits.
• Assist with collection efforts and customer problem resolution.
• Consult with relationship managers and portfolio managers to prepare customer information for credit review and loan presentations.
• Provide customer service on behalf of loan officers, relationship managers, and team leaders.
• Disburse funds as required.
• Remain flexible and take on additional due diligence and portfolio maintenance responsibilities to support the bank’s success.

Requirements

• Bachelor’s degree and some experience in loan processes, credit, credit analysis, documentation, or other directly related experience. A combination of education and experience may meet qualifications.
• Basic knowledge of credit, credit analysis, and experience working with various types of loans.
• Ability to meet deadlines, audit documentation, and solve problems.
• Ability to make recommendations to officers.
• Good communication, customer service, and organizational skills.
• Proficiency in MS Office (Word, Excel) and various types of credit analysis software.
• Strong attention to detail with consistent self-management and follow-through.
• Proactive attitude, confidence, and a desire to inspire others to achieve bank initiatives and drive loan growth.

Benefits

• Medical, dental, and vision insurance starting on day one.
• Life and disability insurance.
• Paid parental leave and adoption assistance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts.
• Paid training, Paid Time Off (PTO), and 12 paid federal holidays.
• 401(k) plan with company match and profit sharing.
• Competitive compensation in line with work experience.
• Mental health benefits, including coaching and therapy sessions.
• Tuition reimbursement up to $5,250 per calendar year for qualifying employees enrolled in an accredited degree program related to the needs of the business (eligible upon hire).
• Employee Ambassador preferred banking products.