Banking Associate II

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.

Aprove 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 IIs, providing guidance on sales practices, policies, and procedures.

Continue to seek out learning opportunities to strengthen skills and prepare for increased responsibility.

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.