Banking Associate; Level I or II

Position: Banking Associate (Level I or II)

Location: Provo, UT

Job : 350

# of Openings: 0

My name is Michael Gordon and I work as the 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, currently open position of Part-Time Banking Associate (I or II) to work Monday - Friday from 12:30 PM - 5:30 PM at our Provo Branch located at 3670 North University, Provo, UT. The

This position may be filled at a Level I, Level II, or Senior level, depending on the selected candidate’s experience, qualifications, and skill set. The level will be determined based on the candidate’s background and the scope of responsibilities they are prepared to take on.

• High school diploma or equivalent required.

• 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.

• 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.

Bank of Utah's comprehensive benefits package includes:

• Great work-life balance, with a Monday-Friday schedule
• 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.