Banking Associate II

Key Responsibilities

• Client Relationship Servicing
• Support consumer and business lending processes by assisting with intake, documentation, servicing requests, and loan-related inquiries.
• Support specialized account types, including IRAs, trusts, HSAs, and other complex or fiduciary account relationships, including distributions where permitted.
• Provide operational and servicing support for specialty deposit services, including IntraFi and Sweep accounts.
• Support and service foreign exchange transactions, ensuring accuracy, compliance, and timely processing.
• Manage and develop a deposit book of business ($100,000-$250,000), conducting regular outreach to strengthen relationships and support retention and growth.
• Operational Execution
• Serve as an escalation point for complex or higher-risk client issues requiring advanced product or policy knowledge.
• Partner with branch leadership and internal specialists to resolve non-routine or sensitive cases.
• Maintain advanced knowledge of applicable products, procedures, and regulatory requirements relevant to assigned services.
• Guide clients through complex or sensitive matters with clear expectations and timely, transparent communication, ensuring confidence and understanding at every step.
• Leadership, Development & Collaboration
• Serve as a subject matter resource, guiding associates through transactions, policy interpretation, and advanced servicing scenarios.
• Provide ongoing coaching and feedback to support onboarding, strengthen technical skills, and reinforce service, compliance, and risk standards.
• Model strong service, compliance, and operational standards to strengthen overall branch performance.
• Support branch performance, client retention, and operational consistency while strengthening the Bank’s reputation and presence in the community through expertise and collaboration.

Qualifications

• High school diploma or equivalent required.
• Three or more years of banking or financial services experience required.
• Demonstrated experience supporting lending or specialized servicing functions.
• Proven ability to independently manage complex client issues.
• Strong judgment, attention to detail, and ability to influence outcomes without direct authority.
• Experience with coaching and developing team members.
• Able to work independently with minimal supervision.
• Must be at least 18 years of age.

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.