Senior Banking Associate
About The Position
The Senior Banking Associate supports complex and specialized client needs and serves as a subject matter resource within the branch. This role manages higher-risk and non-routine account activity, provides guidance on advanced banking services, and guides escalated client issues through to resolution. In addition to performing all responsibilities of the Banking Associate I and II, the Senior Banking Associate provides mentoring and day-to-day coaching, supports onboarding and skill development, and models strong service, compliance, and operational standards to strengthen overall branch performance.
Requirements
- 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
- Ability to work independently with minimal supervision
- Must be at least 18 years of age.
Responsibilities
- 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.
- Actively manages and develops a deposit book of business ($100,000-$250,000), conducting regular outreach to strengthen relationships and support retention and growth.
- 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.
- 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
