Bank of Utah · 23 hours ago
Banking Manager
Orem, UT
Full-time
Onsite
Senior Level
5+ years expBank of Utah is one of Utah's largest privately owned community banks, striving to unlock the potential of their team members, clients, and community. They are seeking a Banking Manager who will be responsible for establishing relationships with clients, mentoring team members, and leading the banking team to achieve goals while ensuring compliance with banking regulations.
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Responsibilities
Serves in a leadership role by helping to develop and mentor CSM and CSR’s on the team. Takes an active role in onboarding and training new CSM’s/CSR’s. Communicates to the Retail Banking Manager any training opportunities or gaps
Promotes, represents and welcomes current and potential clients, employees and vendors to the bank in a professional and inviting manner
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
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
Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs
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 CSR’s
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
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
Actively develops, promotes, and leads awareness campaigns to help strengthen customer relationships
Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training
Actively participate and conduct weekly team meetings. Facilitate individual and group feedback/training sessions
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
Supervise a staff of four to eight employees consisting of CSR’s and a Customer Service Manager
Qualification
Required
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
Skill and mastery of systems in use to provide support, training and resources to CSM's and CSR's
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
Expert knowledge of Bank of Utah's depository and consumer lending products, accounts, apps and online services
Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function
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
Supervise a staff of four to eight employees consisting of CSR's and a Customer Service Manager
Benefits
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
Company
Bank of Utah
Bank of Utah is a bank providing personal banking, auto loans, and home loan services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ben Browning
Vice Chairman & CEO
Cari Fullerton
EVP, Chief Credit Officer
Recent News
2025-11-23
Sports Business Journal
2025-11-08
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