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Associate Banker Jobs in Santa Rosa, CA (NOW HIRING)

Exchange Bank

Insurance Coordinator

Santa Rosa, CA

$23.25 - $32/hr

Associate's or Bachelor's degree in Business, Finance, or a related field is preferred. * Minimum of 2 years of experience in insurance, banking, or lending, with experience in commercial lines or ...

Exchange Bank

Insurance Coordinator

Santa Rosa, CA · On-site

$23.25 - $32/hr

Associate's or Bachelor's degree in Business, Finance, or a related field is preferred. * Minimum of 2 years of experience in insurance, banking, or lending, with experience in commercial lines or ...

Exchange Bank

Insurance Coordinator

Santa Rosa, CA · On-site

$23.25 - $32/hr

Associate's or Bachelor's degree in Business, Finance, or a related field is preferred. * Minimum of 2 years of experience in insurance, banking, or lending, with experience in commercial lines or ...

First Citizens Bank

Credit Analyst I - Wine

Santa Rosa, CA · On-site

$86K - $105K/yr

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

Exchange Bank

System Administrator

Santa Rosa, CA · On-site

$38.85 - $53.45/hr

Support the Bank's user community by maintaining and installing applications at the network/server ... Azure Administrator Associate, Comp TIA Network+ certification, Windows Server Hybrid Administrator ...

Exchange Bank

System Administrator

Santa Rosa, CA · On-site

$38.85 - $53.45/hr

Support the Bank's user community by maintaining and installing applications at the network/server ... Azure Administrator Associate, Comp TIA Network+ certification, Windows Server Hybrid Administrator ...

Exchange Bank

System Administrator

Santa Rosa, CA

$38.85 - $53.45/hr

Support the Bank's user community by maintaining and installing applications at the network/server ... Azure Administrator Associate, Comp TIA Network+ certification, Windows Server Hybrid Administrator ...

ashleystewart

112- Sales Associate - Store

Bodega Bay, CA

$17.75 - $20.50/hr

The Sales Associate is responsible for assisting in the execution of all operational and ... banking duties. IV. Interaction; (peer, supervisor, direct reports) • Daily interaction across ...

ashleystewart

112- Sales Associate - Store

Bodega Bay, CA

$17.75 - $20.50/hr

The Sales Associate is responsible for assisting in the execution of all operational and ... banking duties. IV. Interaction; (peer, supervisor, direct reports) • Daily interaction across ...

Exchange Bank

Trust Specialist

Santa Rosa, CA

$26 - $33/hr

Associate's degree in accounting, business administration, math, finance, or related field or ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...

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Showing results 41-60

All JobsAssociate Banker JobsAssociate Banker Jobs in Santa Rosa, CA

Associate Banker information

See Santa Rosa, CA salary details

$29.5K

$154.4K

$339.5K

How much do associate banker jobs pay per year?

As of Aug 9, 2026, the average yearly pay for associate banker in Santa Rosa, CA is $154,388.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $232,300.00 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 is an associate banker?

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 challenges do 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 skills and qualifications are needed to be an associate banker?

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 Santa Rosa, CA? The most popular types of Banker jobs in Santa Rosa, CA are:
What are popular job titles related to Associate Banker jobs in Santa Rosa, CA? For Associate Banker jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Associate Banker jobs in Santa Rosa, CA look for? The top searched job categories for Associate Banker jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Associate Banker jobs? Cities near Santa Rosa, CA with the most Associate Banker job openings:
Associate Banker jobs near you
Infographic showing various Associate Banker job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 29% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $154,388 per year, or $74.2 per hour.

Insurance Coordinator

Exchange Bank

Santa Rosa, CA

$23.25 - $32/hr

Full-time

Re-posted 25 days ago

Job description

The Insurance Coordinator is responsible for managing and coordinating all insurance-related activities, including verifying coverage, tracking exceptions, and liaising with external carriers to ensure compliance and mitigate risk. They maintain accurate, up-to-date records in the bank's core system, ensuring that all secured loans have required insurance, such as hazard or flood coverage.

Essential Functions

  • Insurance Coordination
    • Review and update collateral records in the core banking system to ensure accuracy.
    • Monitor insurance exception logs, track exceptions in vendor portal, and contact insurance agents, borrowers, collateral insurance placement vendor(s), and others as necessary to resolve deficiencies.
    • Ensure exceptions requiring Credit Department decisioning are followed for responses/action.
    • Prepare monthly and quarterly exception reports for management, compliance, and audit committees.
    • Place policies with Bank’s insurance carrier when there is a gap in coverage and collect payments, within the guidelines set forth by the bank.
    • Report to the Special Assets Department borrowers who are unable to make the required payments.
    • Ensure all insurance documentation adheres to regulatory and internal bank guidelines (e.g., SBA loans, flood and fire insurance).
    • Act as the point of contact for clients and insurance providers regarding policy updates, renewals, and payments.
  • Administrative Support
    • Assist Credit Administration and lending officers with administrative tasks related to loan collateral insurance needs.
  • Other duties as assigned
    • Perform other duties as assigned by manager

Minimum Qualifications

  • High school diploma or equivalent required; Associate's or Bachelor’s degree in Business, Finance, or a related field is preferred.
  • Minimum of 2 years of experience in insurance, banking, or lending, with experience in commercial lines or risk management being a plus.
  • Proficiency with Microsoft Office (especially Excel for reporting) and familiarity with core banking systems or agency management systems (e.g., FIS).
  • Exceptional precision in data entry and record maintenance to prevent compliance breaches.
  • Strong verbal and written communication skills to articulate complex information to stakeholders.
  • Ability to identify root causes of insurance discrepancies and resolve them proactively.

Compensation

The hiring range for this position is $23.25 to $32.00 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.

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