Senior Banking Associate

Senior Banking Associate Job Overview

Supports complex and specialized client needs and serves as a subject matter resource within the branch. Manages higher‑risk and non‑routine account activity, provides guidance on advanced banking services, and resolves escalated client issues. In addition to all responsibilities of a Banking Associate I and II, provides mentoring, coaching, onboarding support, and models strong service, compliance, and operational standards.

• 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 Intra Fi and Sweep accounts.
• Support and service foreign exchange transactions, ensuring accuracy, compliance, and timely processing.
• Actively manage and develop 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.
• 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 experience.

• 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.

• 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.