Banking Associate II

Job Opening Details

The Banking Associate II position is available to work Monday - Friday from 8:45 AM - 5:45 PM at the Sandy Branch of the Bank of Utah, located at 9320 South State St., Sandy, UT.

Qualifications

• High school diploma or equivalent required.
• 1 or more years of banking or financial services experience required.
• Demonstrated ability to manage non-routine transactions and client issues with guidance.
• Able to operate with increasing independence within established procedures.
• Strong attention to detail, accountability, and follow-through.
• Understanding of bank operations, revenue, and risk fundamentals.
• Must be at least 18 years of age.

Key Responsibilities

• Client Relationship Servicing:
• Perform consumer and business account opening and maintenance.
• Identify suitable banking products for clients’ basic needs and smoothly transition them to the appropriate team members for complex financial goals.
• Proactively identifies and fulfills additional client needs through consultative conversations.
• Applies thoughtful, risk-based decision-making when evaluating client relationships, ensuring a balance between service excellence and prudent risk management.
• Sets clear expectations with clients and consistently follows through on commitments.
• Actively manages and develops a deposit book of business ($0–$100,000), conducting regular outreach to strengthen relationships and support retention and growth.
• Operational Execution:
• Ensure all product setup and fulfillment is completed correctly and efficiently to support a seamless onboarding experience.
• Proactively identifies and resolves new account exceptions, ensuring timely follow-up, accurate documentation, and compliance with bank policies and regulatory requirements.
• Recognize patterns or trends related to operational issues, risk, or fraud indicators and escalate appropriately.
• Approve transactions within your authority, assisting team members when needed and enhancing the client experience through timely support.
• Review and work daily operational reports in partnership with the Banking Manager, ensuring accuracy and addressing any identified follow-ups.
• Leadership, Development & Collaboration:
• Serves as a resource and mentor to Banking Associate Is, providing guidance on sales practices, policies, and procedures.
• Continue to seek out learning opportunities to strengthen skills and prepare for increased responsibility.

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.