Banking Associate II — Client Advisor & Growth

Bank of Utah; Provo (UT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Great work-life balance

Competitive pay and benefits

401(k) plan with match

Paid holidays

Volunteer opportunities

Job summary

Bank of Utah in Provo seeks a Banking Associate II to join the team at the Provo Branch. You will open and maintain consumer and business accounts, deliver personalized financial solutions, and deepen client relationships while meeting regulatory requirements.

The role supports a Monday–Friday schedule, with opportunities to grow into increased responsibilities as you gain experience in a trusted community bank environment.

Qualifications

• High school diploma or equivalent.
• 1+ years of banking or financial services experience.
• Must be at least 18 years of age.
• Ability to manage non-routine transactions with guidance.
• Strong attention to detail and accountability.

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 escalated 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.

Education

High school diploma or equivalent

Job description

Bank of Utah in Provo seeks a Banking Associate II to join the team at the Provo Branch. You will open and maintain consumer and business accounts, deliver personalized financial solutions, and deepen client relationships while meeting regulatory requirements.

The role supports a Monday–Friday schedule, with opportunities to grow into increased responsibilities as you gain experience in a trusted community bank environment.