Banking Associate I

About the role

The Banking Associate I creates the first and lasting impression for clients by delivering accurate transactions, exceptional service, and building trust through every interaction. The Banking Associate I develops core banking knowledge and sound judgment while contributing to a safe, reliable, and positive branch and client experience.

This is a full-time position working Monday–Friday, 8:45 AM – 5:45 PM at our branch located at 9320 South State St, Sandy, UT 84070.

Qualifications

• High school diploma or equivalent required
• Customer service experience preferred
• Ability to work scheduled branch hours, including opening and closing shifts
• Intermediate computer proficiency
• Demonstrated ability and willingness to learn
• Strong attention to detail and ability to follow established procedures
• Strong interpersonal skills with the ability to build rapport and connect with individuals
• Effective problem-solving and critical thinking skills
• Highly motivated and goal-oriented
• Must be at least 18 years of age

Responsibilities

• Process routine account transactions and inquiries both in person and over the phone
• Accurately handle, organize, and count cash while maintaining strict security, dual control standards, and professionalism during every client transaction
• Provide courteous, solutions-oriented service and support the resolution of client questions or concerns
• Proactively address and resolve conflicts through active listening and collaborative problem-solving, escalating concerns when necessary
• Grow knowledge of the bank's products and services, applying it to help clients with everyday banking needs
• Execute daily operational responsibilities in accordance with regulatory requirements, compliance standards, and bank policies and procedures
• Perform assigned branch opening and closing procedures
• Partner with the Branch Banking Manager on operational tasks and reporting
• Recognize indicators of fraud, irregular activity, or policy exceptions and escalate concerns appropriately
• Adhere to all regulatory requirements, compliance standards, and bank policies at all times (BSA/AML, KYC, CIP, MIL, CTR, UAR)
• Exercise sound judgment within established guidelines to help minimize operational and reputational risk
• Promote consistent service excellence through effective teamwork and communication
• Demonstrate coachability, accountability, and a willingness to learn
• Seek out learning opportunities to strengthen skills and prepare for increased responsibility
• Demonstrate accountability in driving and supporting branch performance goals

Benefits

• Great work-life balance, with a Monday–Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values