Banking Associate II

Bank of Utah • Logan, UT

20h • $18 - $23 • Onsite

About The Position

The Banking Associate II serves as a trusted advisor within the branch, performing all responsibilities of the Banking Associate I while assuming expanded accountability for opening and servicing accounts, delivering personalized and consultative financial solutions, resolving more complex client needs, and proactively deepening client relationships to support overall branch success.

Requirements

• 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.
• Ability 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.

Responsibilities

• 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.
• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED