Banking Advisor II — Relationship & Account Specialist

Bank-of-Utah; Sandy (UT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Great work-life balance

Medical, dental & vision plans

401(k) with company match

12 paid holidays + PTO

Volunteer opportunities

Awards & recognition

Job summary

The Bank of Utah is hiring a Banking Associate II at the Sandy Branch in Sandy, UT. The role focuses on opening and servicing accounts, delivering personalized financial solutions, and deepening client relationships to drive branch success.

You will handle consumer and business accounts, identify suitable products, and support risk management with guidance from supervisors. A 1+ year banking background and strong attention to detail are essential.

Qualifications

• 1+ years of banking or financial services experience.
• Strong attention to detail and accountability.
• Ability to operate with increasing independence within procedures.
• Must be at least 18 years old.

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 elevate 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.
• Serves as a resource and mentor to Banking Associate Is, providing guidance on sales practices, policies, and procedures.
• Continue to seek out learning opportunities to strengthen skills and prepare for increased responsibility.

Skills

Banking experience

Customer service

Attention to detail

Regulatory understanding

Education

High school diploma or equivalent

Job description

The Bank of Utah is hiring a Banking Associate II at the Sandy Branch in Sandy, UT. The role focuses on opening and servicing accounts, delivering personalized financial solutions, and deepening client relationships to drive branch success.

You will handle consumer and business accounts, identify suitable products, and support risk management with guidance from supervisors. A 1+ year banking background and strong attention to detail are essential.