Banking Associate II

Bank of Utah; Ogden (UT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Great work-life balance

Medical, dental, and vision plans

401(k) plan with match

12 paid holidays + PTO

Parental leave

Volunteer opportunities

Awards and recognition

Job summary

Bank of Utah is seeking a Banking Associate II to join our Main Branch in Ogden, UT, working Monday through Friday from 8:45 AM to 5:45 PM. The role emphasizes opening and servicing accounts, delivering personalized financial solutions, and deepening client relationships to support branch success.

Ideal candidates have at least 1 year in banking or financial services, strong attention to detail, and the ability to operate with guidance on non-routine transactions.

Qualifications

• High school diploma or equivalent required.
• 1+ years of banking or financial services experience required.
• Ability to open and service accounts and resolve client needs with guidance.
• Perform non-routine transactions with accuracy and adherence to procedures.
• Strong attention to detail, accountability, and follow-through.
• Must be at least 18 years old.
• Spanish language proficiency a plus and rewarded.

Responsibilities

• Open and maintain consumer and business accounts.
• Identify banking products to meet client needs and transition to the right team.
• Proactively identify additional client needs through consultative conversations.
• Apply risk-based decision-making to client relationships while ensuring service and prudence.
• Set clear expectations with clients and follow through on commitments.
• Develop and manage a deposit book within established authority.

Skills

Customer service

Attention to detail

Communication

Education

High school diploma

Job description

Thanks for your interest in applying to the Bank of Utah. My name is Sarah Carver, and I work as AVP Banking Manager. III As an introduction to our company, the Bank of Utah was founded in 1952, and is one of Utah’s largest privately owned community banks. We were named S&P Global Top 20 Bank two years in a row and a Top 100 Fastest Growing Company.

Our Mission Statement

We strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.

Job Opening Details

If our mission statement piques your interest, we encourage you to apply for the currently open position of Banking Associate II to work Monday - Friday from 8:45 AM - 5:45 PM at our MainBranch located at 2605 Washington Blvd. Ogden, UT. 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.

Qualifications

Education

• High school diploma or equivalent required.

Experience & Requirements

• 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.
• Additional compensation is available for employees who are proficient in Spanish and utilize their language skills as part of their role.

Key Responsibilities

Client Relationship Servicing

• 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.

Operational Execution

• 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.

Benefits of Working with Us

Bank of Utah's comprehensive benefits package includes:

• 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

The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.