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Retail Banking Associate Jobs in Utah (NOW HIRING)

Takes an active role in onboarding and training new CSM's/Banking Associates. Communicates to the Retail Banking Manager any training opportunities or gaps. * Promotes, represents and welcomes ...

You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals. Additionally, Associate ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

They assist in the onboarding and training of Banking Services Associates and continually build ... Support the Retail Banking team with daily reconciliation and balancing issues. * Adhere to all ...

Personal Banker

Draper, UT · On-site

$22 - $27/hr

Primary associate in the branch to open new deposit accounts and to originate consumer loans ... in banking or retail environment with client Service and cash handling experience required. * 2 ...

The role of a Retail Sales Associate at Vuori is to forge connections with customers while ... Understand and execute cash control procedures including bank deposits, petty cash. * Assist in the ...

The role of a Retail Sales Associate at Vuori is to forge connections with customers while ... Understand and execute cash control procedures including bank deposits, petty cash. * Assist in the ...

Retail Sales Associate

Park City, UT · On-site

$18 - $20/hr

The role of a Retail Sales Associate at Vuori is to forge connections with customers while ... Understand and execute cash control procedures including bank deposits, petty cash. * Assist in the ...

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Retail Banking Associate information

What does a Retail Banking Associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

What are the key skills and qualifications needed to thrive as a Retail Banking Associate, and why are they important?

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

What are some common challenges Retail Banking Associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.
What are the most commonly searched types of Retail Banking jobs in Utah? The most popular types of Retail Banking jobs in Utah are:
What are popular job titles related to Retail Banking Associate jobs in Utah? For Retail Banking Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Retail Banking Associate jobs in Utah look for? The top searched job categories for Retail Banking Associate jobs in Utah are:
What cities in Utah are hiring for Retail Banking Associate jobs? Cities in Utah with the most Retail Banking Associate job openings:
Banking Manager II

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago


Job description

Hello! I am Chris Nehren, VP Regional Retail Banking Manager at the Bank of Utah. Founded in 1952, Bank of Utah is one of Utah's largest, privately owned community banks. Nasdaq ranked us Best Bank in Utah for 2025! Here 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.
We are currently looking for a Banking Manager II to work Monday - Friday at 335 E. St. George Blvd, Suite #103, St. George, UT. Under the direction of the Retail Banking Manager, the Banking Manager II (BM) is responsible for establishing a full relationship with clients. The Banking Manager is personally committed to consistently creating a great customer experience by meeting a broad range of financial service needs. The BM performs routine banking duties including but not limited to: mentoring, training and developing CSM and Banking Associates. The BM identifies client needs and promotes bank products and services. In addition, the BM is responsible for leading the banking team to attain banking goals. Adheres to all bank established policies, procedures and overall banking/compliance regulations.
Job Qualifications:
  • Requires High School Diploma or equivalent, College Degree preferred
  • Minimum of five years’ banking and account opening experience
  • Previous Management experience required
  • Basic computer and Microsoft Office Suite skills
  • Good risk-based decision-making skills and the ability to follow complex policies and procedures
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
Essential Job Functions:
  1. Serves in a leadership role by helping to develop and mentor CSM and Banking Associates on the team. Takes an active role in onboarding and training new CSM’s/Banking Associates. Communicates to the Retail Banking Manager any training opportunities or gaps.
  2. Promotes, represents and welcomes current and potential clients, employees and vendors to the bank in a professional and inviting manner.
  3. Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs. Provide solutions to ensure the customer feels understood, informed and confident in the bank and the products and services offered.
  4. Responsible for managing a portfolio of High Value Relationships (HVRs) by providing regular and recurring outreach, consultation, and product and service recommendations to retain and grow the assigned portfolio of clients and business clients.
  5. Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs.
  6. Proficiently performs routine, basic and complex transactions and tasks including but not limited to:
    • Skill and mastery of systems in use to provide support, training and resources to CSM’s and Banking Associates.
    • Provide approvals and overrides to team for transactions within established limits.
    • Collects and submits/approves information for outgoing wire transfers up to specified limit.
    • Completes required reports timely and accurately.
  7. Expert knowledge of Bank of Utah’s depository and consumer lending products, accounts, apps and online services. Promote and refer other bank products/services by working closely with the banks partners to clients and convert service opportunities to sales when appropriate.
  8. Actively develops, promotes, and leads awareness campaigns to help strengthen customer relationships
  9. Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training.
  10. Actively participate and conduct weekly team meetings. Facilitate individual and group feedback/training sessions.
Additional Responsibilities:
  • Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers. Courteous and professional customer service attitude
  • Understands and adheres to Bank policies and procedures
  • Exhibits professional workplace appearance and conduct
  • Keeps Bank, customer, and employee information confidential
  • Participates in training and appropriate professional development
  • Reliability in reporting to work regularly and on time
  • Technical ability to input and retrieve computerized information. Exceptional organizational skills. Excellent verbal and written communication skills for interacting professionally with clients and other employees.
  • Ability to maintain the integrity of highly confidential customer and Bank information
  • Ability to deal effectively with time pressures, stress and multi-tasking that can change hourly depending on level of customer activity
  • Effective problem solving skills.
Supervisory Requirements:
  • Supervise a staff of four to eight employees consisting of Banking Associates and a Customer Service Manager.
Working Conditions:
  • Work is performed largely in a pleasant office environment. Prolonged sitting, standing, and mental and visual concentration for computer and equipment usage required.
  • Must be able to bend, turn, twist, lift and move up to 30 pounds of office supplies, equipment, and coin.
  • Position is not telework eligible, all job duties must be performed in the banking or office
  • Travel may be required between branches, to and from training/meetings visiting clients, etc.
  • Attendance is an essential function of the job.