Banking Associate (Level I or II)

Bank of Utah • Provo, UT

2d • Onsite

About The Position

Bank of Utah is hiring a part-time Banking Associate at its Provo branch. The position serves as a trusted advisor within the branch, performing Banking Associate I responsibilities while taking on expanded accountability for opening and servicing accounts, providing personalized and consultative financial solutions, resolving more complex client needs, and deepening client relationships to support branch success. The role may be filled at Level I, Level II, or Senior level based on the selected candidate’s experience, qualifications, skills, and readiness to take on the responsibilities.

The schedule is Monday through Friday, 12:30 PM to 5:30 PM, at the Provo Branch at 3670 North University, Provo, Utah. The role includes consumer and business account servicing, operational execution, prudent risk management, relationship development, and support and mentoring for Banking Associate Is.

Requirements

• High school diploma or equivalent.
• At least 1 year of banking or financial services experience.
• Demonstrated 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 suitable banking products for clients’ basic needs and transition clients to appropriate team members for complex financial goals.
• Use consultative conversations to identify and fulfill additional client needs.
• Apply thoughtful, risk-based decision-making when evaluating client relationships while balancing service excellence 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.
• Ensure product setup and fulfillment are completed correctly and efficiently to support seamless 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 when needed.
• Review and work daily operational reports with the Banking Manager, ensuring accuracy and addressing follow-ups.
• Serve as a resource and mentor to Banking Associate Is, providing guidance on sales practices, policies, and procedures.
• Seek learning opportunities to strengthen skills and prepare for increased responsibility.

Benefits

• Work-life balance and 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.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED