Banking Associate (Level I or II)

Bank of Utah•Provo, UT
•Onsite

About The Position

Bank of Utah is hiring a part-time Banking Associate at its Provo Branch. The position may be filled at Level I, Level II, or Senior level, depending on the candidate’s experience, qualifications, skill set, and the responsibilities they are prepared to take on. The Banking Associate serves as a trusted advisor within the branch, performing Banking Associate I responsibilities while taking on 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 branch success. The schedule is Monday through Friday, 12:30 PM to 5:30 PM. The role includes consumer and business account services, client relationship development, operational execution, risk awareness, and collaboration with branch colleagues and the Banking Manager. The position may also serve as a resource and mentor to Banking Associate Is.

Requirements

  • High school diploma or equivalent.
  • At least 1 year of banking or financial services experience.
  • Ability to manage non-routine transactions and client issues with guidance.
  • Ability to work 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

  • Open and maintain consumer and business accounts.
  • Identify appropriate banking products for clients’ basic needs and transition clients to the appropriate team members for more complex financial goals.
  • Use consultative conversations to identify and fulfill additional client needs.
  • Apply risk-based judgment when evaluating client relationships while balancing service and prudent risk management.
  • Set clear expectations with clients and follow through on commitments.
  • Manage and develop a deposit book of business of $0–$100,000 through regular outreach to strengthen relationships and support retention and growth.
  • Complete product setup and fulfillment accurately and efficiently to support client onboarding.
  • Identify and resolve new-account exceptions, ensuring timely follow-up, accurate documentation, and compliance with bank policies and regulatory requirements.
  • Recognize operational issues, risk patterns, or fraud indicators and escalate them appropriately.
  • Approve transactions within authorized limits and assist team members with timely support.
  • Review and work daily operational reports with the Banking Manager, ensuring accuracy and addressing follow-ups.
  • Guide and mentor Banking Associate Is on sales practices, policies, and procedures.
  • Pursue learning opportunities to strengthen skills and prepare for increased responsibility.

Benefits

  • Great work-life balance with a Monday–Friday schedule.
  • 401(k) plan and match up to 5 percent in the employee stock ownership program, subject to eligibility requirements.
  • 12 paid bank holidays and paid time off, including paid parental leave.
  • Volunteer opportunities in the communities where employees work and live.
  • Awards and recognition for employees and colleagues who live the bank’s values.
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