Banking Associate I

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.
• Must be at least 18 years of age.

Key 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.

Operational Execution

• 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.

Risk Awareness & Compliance

• 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.

Leadership, Development & Collaboration

• 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 of Working with Us

• 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.

Pay Range

The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.