Senior Banking Associate

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

Benefits offered by this job

Medical plan

Dental plan

Vision plan

401(k) with match

Paid holidays & PTO

Job summary

Bank of Utah in Heber, UT, is seeking a Full-Time Senior Banking Associate to support complex client needs and guide operations at the Heber branch. The role emphasizes mentoring, coaching, and adherence to service, compliance, and risk standards.

Responsibilities cover consumer and business lending support, specialized accounts, and advanced servicing tasks while delivering a high level of client-focused service within a community bank environment.

Qualifications

• Three or more years of banking or financial services experience.
• Proven ability to independently manage complex client issues.
• Experience with coaching and developing team members.
• Strong judgment, attention to detail, and ability to influence outcomes without direct authority.
• 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.
• 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.

Skills

Team coaching

Independent work

Attention to detail

Judgment

Client servicing

Education

High school diploma or equivalent

Job description

Thanks for your interest in applying to the Bank of Utah. My name is Jill Winsor, and I work as Banking Manager. 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 Full-Time Senior Banking Associate to work Monday - Friday, 8:45 AM-5:45 PM, at our Heber branch at 620 West 100 South Heber, UT. 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.

Job Qualifications:

Education

High school diploma or equivalent required.

Experience & Requirements

• 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.

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

Job Description:

Client Relationship Servicing

• 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.

Operational Execution

• 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.

Leadership, Development & Collaboration

• 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.

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