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Associate Banker Jobs in Ohio (NOW HIRING)

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Associate Banker information

See Ohio salary details

$25.7K

$134.2K

$295.2K

How much do associate banker jobs pay per year?

As of Jul 15, 2026, the average yearly pay for associate banker in Ohio is $134,247.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $202,000.00 per year, depending on experience, location, and employer.

What is the difference between Associate Banker vs Customer Service Representative?

AspectAssociate BankerCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentBank branches, working directly with clients on banking productsCall centers, bank branches, or retail locations assisting customers with inquiries
Employer & Industry UsageFinancial institutions, retail bankingBanking, retail banking, financial services
Common Search & ComparisonAssociate Banker vs Customer Service Representative

The main difference between an Associate Banker and a Customer Service Representative lies in their roles and responsibilities. Associate Bankers typically handle more complex banking products and client consultations, often requiring some financial knowledge. Customer Service Representatives focus on assisting customers with basic inquiries and transactions. Both roles are essential in retail banking, but Associate Bankers usually have more client interaction related to financial services and may require additional certifications.

What are Associate Bankers?

Associate Bankers are entry- to mid-level professionals who assist customers with their banking needs, such as opening accounts, processing transactions, and providing information about financial products. They serve as the frontline staff in banks, helping to resolve client inquiries, promote bank services, and ensure a positive customer experience. Associate Bankers also assist with administrative tasks and may support branch operations to ensure efficiency and compliance with regulations.

What are some common challenges Associate Bankers face during their first year, and how can they overcome them?

During their first year, Associate Bankers often face challenges such as adapting to a fast-paced environment, quickly learning multiple banking products, and building trust with customers. Managing time efficiently while balancing sales goals with providing excellent customer service is also common. Overcoming these challenges often involves seeking guidance from experienced colleagues, proactively participating in training programs, and consistently asking questions to deepen product knowledge. Open communication with your team and a willingness to learn from feedback can significantly ease the transition into this role.

What are the key skills and qualifications needed to thrive as an Associate Banker, and why are they important?

To thrive as an Associate Banker, you need a solid understanding of banking products, financial regulations, and customer service principles, often supported by a relevant degree or previous banking experience. Familiarity with banking software systems, customer relationship management (CRM) tools, and sometimes certifications like NMLS are typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities help Associate Bankers build trust and efficiently resolve client needs. These skills are crucial for delivering excellent service, ensuring compliance, and supporting the bank's reputation and growth.
What are the most commonly searched types of Banker jobs in Ohio? The most popular types of Banker jobs in Ohio are:
What are popular job titles related to Associate Banker jobs in Ohio? For Associate Banker jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Associate Banker jobs in Ohio look for? The top searched job categories for Associate Banker jobs in Ohio are:
What cities in Ohio are hiring for Associate Banker jobs? Cities in Ohio with the most Associate Banker job openings:
Associate Banker jobs near you
Associate Banker - Equipment Finance- Associate

Associate Banker - Equipment Finance- Associate

JPMorgan Chase & Co

Cleveland, OH

Full-time

Medical, Retirement

Posted 13 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 491 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

JPMorganChase is seeking a highly motivated, proactive Associate to join our Equipment Finance group. This role is ideal for individuals with strong analytical, organizational, client-service, and relationship-management skills who are ready to take greater ownership of deal execution, portfolio support, client servicing, and business development activities. The Associate will serve as a key partner to Senior Originators, Portfolio Managers, bankers, and internal teams, while continuing to build technical expertise, client-management capabilities, and leadership skills within the equipment finance business.

As an Associate Banker in Equipment Finance, you will support end-to-end deal execution and ongoing portfolio and client needs, helping drive transactions forward through effective coordination, strong attention to detail, and responsive client service. You will partner closely with internal stakeholders to deliver solutions, maintain operational excellence, and contribute to the growth of the Equipment Finance franchise.

Job Responsibilities

  • Manage deals end-to-end from initial engagement through execution; coordinate stakeholders and proactively manage timelines and deliverables.
  • Support Senior Originators by preparing materials, coordinating meetings, tracking pipeline activity, and helping drive deal progress.
  • Prepare and submit deal opportunities, supporting documentation, pricing models, and opportunity memos; understand model inputs and support accurate pricing and structuring.
  • Support transaction structuring and term sheet preparation.
  • Serve as a primary client contact for account inquiries (e.g., payoff quotes, invoices, lien releases, designated coverage needs).
  • Partner with Portfolio Service and internal stakeholders to resolve servicing issues and maintain strong client support.
  • Support client calls/meetings by preparing notes, confirming logistics, documenting call details, and contributing to discussions as appropriate.
  • Engage bankers, clients, and internal partners to address requests, deliver solutions, and support broader business development efforts.

Required qualifications, capabilities and skills

The ideal candidate brings relevant banking/credit/treasury experience, strong execution and communication skills, and comfort with analytical tools and CRM platforms. 

  • 3+ years of experience in a similar banking, venture, credit, or treasury role.
  • Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience).
  • Strong analytical, organizational, communication, and problem-solving skills.
  • Proficiency in Microsoft Excel.
  • Experience with Salesforce or similar CRM platforms/tools.
  • Ability to manage multiple priorities while maintaining accuracy, timeliness, and attention to detail.

Preferred qualifications, capabilities and skills

  • Experience with equipment finance structures and related documentation is preferred, though training may be provided. 

  • Familiarity with loans, commercial leases, pricing models, transaction documentation, and/or equipment finance structures.
  • Demonstrated initiative, reliability, accountability, and willingness to learn.
  • Strong interest in client service, relationship management, and business development.
  • Proven ability to collaborate effectively across originators, portfolio managers, bankers, credit partners, operations teams, and service teams.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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