Banking Specialist Job Description
A Banking Specialist in Utah handles banking operations: processing transactions, managing accounts, handling customer inquiries, and keeping the institution compliant with banking regulations. The role may be customer-facing, teller or relationship banking, or operational, back-office processing, wire transfers, or account maintenance. Utah's banking sector includes national banks, regional banks, and credit unions, each with slightly different operational focuses but the same compliance requirements.
- Banking transaction processing: deposits, withdrawals, transfers, and wires
- Customer account management: opening, maintenance, and closure
- Customer inquiry handling and account discrepancy resolution
- BSA and AML compliance in transaction processing
- Loan disbursement and payment transaction processing
- Transaction record and audit documentation maintenance
Utah’s Most Trusted Accounting & Finance Recruiter
2,000+
We have placed over 2,000 top candidates.
100%
Every executive retained search we have taken on has been filled.
90+ Years
Combined years of recruiting experience on our team.
What to Look For in a Utah Banking Specialist
- Banking or financial institution experience required: 1 to 4 years
- BSA and AML awareness and compliance knowledge
- Core banking system proficiency: Jack Henry, Fiserv, or similar
- Customer service skills for customer-facing roles
- Attention to detail and accuracy in transaction processing
- Utah base comp typically $40K to $58K. BSA and AML experience command a premium.
How We Place Your Banking Specialist
1. SEARCH INTAKE
We invest time upfront to understand your business, culture, and the specific needs of the role before we source a single candidate.
2. SOURCE
Using our vast network and proprietary database, our researchers find the top talent in the market — including candidates no job posting will ever reach.
3. ATTRACT
Our recruiters are experts at turning the heads of even the most passive candidates. The best people are not looking. We go get them.
4. QUALIFY
We deeply evaluate qualifications, red flags, compensation expectations, and motivations before anyone gets in front of you.
6. PLACEMENT
Candidate is hired, offer is confirmed, and onboarding is supported. We stay involved until the person is in the seat.
5. NEGOTIATE
We negotiate the best terms for both client and candidate. A placement that works for both sides is the only kind that sticks.
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I was contacted by Kylie via LinkedIn. I have never responded to these inquiries before, but Kylie's message hit different- it was genuinely kind and real, so I replied not thinking much of it. A week later I got a call from her about a couple opportunities. She guided me, coached me, and helped me to get in front of the COO and the owner for an interview, which led to follow up interviews and eventually an offer to join. She and her boss Cody guided me through the process and were so great to work with. They were very professional, kind, consistent, and I could tell they truly cared about me and my success. I was able to secure my new career with their help and I can't thank them enough. It is truly a blessing to my family and I. Thank you Kylie for going outside of your search boundaries to find me and for genuinely caring for me, for your consistent follow up, and for your help and guidance. Same goes for Cody. Great team and great experience!
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Thanks to Kelton, I didn’t just find a job; I found the job. It’s like waking up in heaven, working in a role that’s a perfect fit with an incredible team of people. I’m beyond grateful for Kelton’s dedication and expertise. If you’re looking for a recruiter who will find you your dream job, look no further than Kelton at Recruiting Connection!
What a great experience working with Recruiting Connection. I would highly recommend working with them if you are looking for a new job.
Cody and Kelton from Recruiting Connection were exceptional with their communication and transparency, consistently looking out for my best interests throughout the process.
Daniel and Brad were great and helped me find a fantastic opportunity - highly recommend!
Daniel Pehrson connected me with what turned out to be a great opportunity and the next best step in my career that I wasn't even actively searching for. Not only did he find a great match between my experiences/skill set and the job opportunity, but he was extremely helpful throughout the interview process with clear communication and effective tips for preparation. It is clear that Daniel and the team are passionate about recruiting and getting the right people connected with the right opportunities. I'm very grateful he reached out and would recommend their services to anyone looking to make a great hire.
Marilyn was super nice!!!
Worked with Ian and Joe! I was struggling to get even interview invited and they were able to get me in the door for 2 fairly quickly. Was able to get an offer at the 2nd paying well
Very professional recruiting and staffing company. They carry themselves well, check in frequently and provide a great candidate experience. I felt taken care of and updated every step of the way. Highly recommend this team to anyone looking for work. Thanks to Cody, Ian and the rest of the team.
Kate is AWESOME!! I had a great experience working with the Recruiting Connection team, they were professional and helpful. Kate constantly followed up and did a great job communicating with me throughout the process.
Kelton and the team did a fantastic job in keeping me informed as a candidate. I would highly recommend.
Working with Recruiting Connection was a great experience. The team is professional, prompt, and stay actively engaged with you to make sure the interview and hiring processes go smoothly. Thanks for being an absolute rockstar Carly!
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I wasn't even the market for a job, they contacted me to see if I was interested. At the end of the day it all worked out, they got me more fulfilling job and negotiated for more money. Totally recommended!
An amazing experience experience with them, always super responsive. Mr. Hirsch and his team was the best I have ever worked with.
Such a fantastic recruiting firm to work with. Mallory and Marilyn were absolutely amazing during the interview and onboarding process with my new company.
Mike Van Orden, Cody, and Taylor are the best! They helped me find the next step in my career and did a great job facilitating the relationship and making sure it was the right fit for me. Would recommend them to anyone
Recruiting connection matched me with a great job.
Carly made it a pleasure to interview! Thank you for gathering answers to my many questions, treating me with respect by letting me know timelines and informing me of changes.
Marcus Autrand was the greatest recruiter I have ever worked with! He was kind and patient and always looked out for my best interests! I wasn’t even looking for a new job and he helped me to find an opportunity that will greatly benefit my wife and I! Awesome work! Thanks Marcus!
5/5 stars for Marcus! Marcus was professional, responsive, and informed throughout the entire process of my recruitment and placement with a new company. Marcus was able to find me a position that matched my skillset, my interests, my desired salary, as well as provides me with the opportunity for career growth. I loved my experience with Recruiting Connection and Marcus and highly recommend them.
Marcus is the KING of recruiting! He found me an incredible job, landed me an interview, prepped me for the interview, and got me an offer tens of thousands higher than what I was used to making—all in less than four days. I had never used a recruiter before to find a job, but now I'm never going back! Marcus is helpful, responsive, and really knows his stuff. He connected me to a job that's going to change the course of my career—and my life! I can't recommend him enough. Evi was an excellent supporter as well. She handled all the administrative tasks for me and made the process completely painless. Ask for Marcus and Evi the next time you're on the job market!
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Kate and Cody are some of the best recruiters I've engaged with in my 25+ year career. They truly care about doing the right thing, making sure it's the right career move, and is it right from a personal perspective. They were simply amazing and I would HIGHLY recommend anyone to use them!
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Cody is exceptionally professional and very knowledgeable about the accounting/finance hiring landscape. He brings his prior Big 4 accounting and industry finance experience to the table, which enables him to truly serve as a partner with his clients to find their next superstar team member.
Very professional. Josh was fantastic to work with!
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Working with Recruiting Connection was easy, and efficient. I worked Cody, and he was extremely helpful.
Thank you for getting such and amazing job at a wonderful company! I will forever be grateful
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Melinda is very professional. She goes out of her way to make sure that her clients are totally pleased with her service. She has a lot of experience dealing with all types of people. Melinda uses her expertise to find the right placement for her clients. She makes sure that she has found the best fit for both the employee as well as the business she recruiting for.
Melinda is the absolute best quickest set up ever!
I just moved here and I think the fastest I ever got a job! Melinda was very accommodating Sweet and easy to work with and absolutely understanding! Serious Melinda is the only person you need to see! Thank you so much
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Took care of me and my family!
Melinda Odencrantz is awesome. Always a great help
I've worked with Melinda twice over the years and she has been an amazing resource! Very informative and knowledgeable when it comes to qualified employment opportunities. Highly recommended!!
Melinda Odencrantz is outstanding at her job. I worked with her years ago and was always impressed with her attention to detail and ability to gain the trust of the people she interacts with.
Wonderful! Melinda is very efficient and professional, Thanks!!
They helped me find my dream job! Very thankful for them and the services they provide.
By far the best! Thanks again Melinda!
At first I was weary of using a recruiting service to find a job when I moved to Salt Lake for the type of industry I was in, but Melinda was more than accommodating and very thorough in helping me find work in a timely matter. I highly recommend them, thank you so much!
Melinda took great care of me and got me the best placement ever!!!... Multiple times; Which has lead me to the career path I have chose today! I wouldn’t be where I am today with your help! Thanks Melinda!
Incredible service!! Always puts clients first!!
Melinda is a true professional in her industry, recruiting top tier executives for innovative business industries. She is efficient, personable, great at follow-up and communications, whereby keeping everyone on the prospective candidate process on the same page. Looking forward to working with her again!
Melinda is a phenomenal recruiter!
Great and easy to understand and use.
Extremely professional and knowledgeable. She’s helped me network and went above and beyond!
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Taylor Jones is simply the best!
Wonderful people who care about their clients...
Great personal service and a team payer
This company is amazing. Ms. Jones helped me out and I'm forever grateful! She is so professional, well at time management, and helped find me multiple options that truly suited me and my skills.
This company is really great to work with/for. Open communication and super friendly and helpful at anytime I needed help. Melinda especially was awesome! Thanks so much!
-Love, the Chicken Girl.
Melinda is the best to work with! Always delivers quality!!
Melinda is fantastic! She has helped multiple of my friends and family find the perfect fit and they all are currently in the jobs she found. She’s very personable and has a great energy, listens very well so she can find both the company and the employee the perfect fit. If you’re needing anything, go to her!!!
Melinda is amazing. She takes the time to really sit with you and ask you your needs. I appreciate that she didn't just line me up with any employer, but one that she felt would satisfy all of the items I had on my checklist. I am now currently employed with the company that she referred me to and I am in-love with my job and the work environment!
Melinda was the best recruiter i have dealt with. She went above and beyond!! Thanks recruiting connection!
Taylor Jones is world class
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Melinda Odencrantz is awesome! Great knowledgeable staff and company
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Frequently Asked Questions (FAQs)
A Bank Teller handles front-line customer transaction processing. A Banking Specialist typically has broader responsibilities: account management, back-office processing, compliance functions, or specialized banking services beyond basic teller work.
BSA and AML awareness is essential for any banking role. OFAC screening awareness, CTR filing knowledge, and SAR awareness are important for transaction processing roles. The level of depth required scales with the complexity of the role.
Jack Henry and its subsidiaries, Symitar for credit unions and Silverlake for banks, are the most common in Utah's community banks and credit unions. Fiserv is common in larger institutions. Candidates with experience in any major core banking platform can typically transition to others with training.
With Recruiting Connection, expect a shortlist in 2 weeks. Our financial services network reaches candidates across Utah's banking and credit union sector, from Salt Lake City to Provo.
Accounting & Finance Positions We Place in Utah
