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Banking Assistant Jobs in San Ramon, CA (NOW HIRING)

TecTammina

Core Banking Product Manager

Fremont, CA · Remote

... Assist management with special projects related to the Core Banking Divisions objectives ... Requirements:-- 3+ years of Core Banking software product management or product marketing ...

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Banking Assistant information

See San Ramon, CA salary details

$15

$22

$26

How much do banking assistant jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for banking assistant in San Ramon, CA is $22.08, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $24.42 per hour, depending on experience, location, and employer.

What is a banking assistant?

Banking Assistants are entry-level professionals who support the daily operations of banks and financial institutions. Their responsibilities typically include assisting customers with account inquiries, processing transactions, and handling administrative tasks such as data entry and filing documents. They play a key role in maintaining efficient branch operations and providing excellent customer service. Banking Assistants may also help with opening new accounts, updating customer information, and guiding clients to appropriate banking services.

What are the key skills and qualifications needed to thrive as a banking assistant, and why are they important?

To thrive as a Banking Assistant, you need strong numerical ability, attention to detail, and a foundational understanding of banking procedures, often supported by a high school diploma or equivalent. Familiarity with banking software, spreadsheets, and customer relationship management (CRM) systems is typically required. Excellent communication, problem-solving skills, and a customer-focused attitude help you stand out in this role. These skills ensure efficient transaction processing, regulatory compliance, and a positive customer experience, which are critical in the banking sector.

What are some common challenges banking assistants face when managing high customer volumes, and how can they effectively handle them?

Banking Assistants often encounter periods of high customer traffic, which can be challenging when trying to maintain accuracy and provide excellent service. Effective time management, familiarity with banking systems, and clear communication are essential to handle these situations smoothly. Many successful Banking Assistants prioritize tasks, utilize digital tools to streamline routine processes, and remain calm under pressure. Seeking support from colleagues and staying updated on bank policies can also help manage demanding workloads while ensuring customers receive prompt assistance.

What is the difference between Banking Assistant vs Bank Teller?

AspectBanking AssistantBank Teller
CredentialsHigh school diploma or equivalent; some roles may require banking certificationsHigh school diploma or equivalent; often no formal certifications needed
Work EnvironmentOffice setting, assisting with administrative tasks, customer support, and account managementBranch environment, handling cash transactions and customer inquiries
Employer & Industry UsageBanking institutions, financial servicesRetail banking branches, financial institutions
Common Search & ComparisonOften compared for administrative and customer service roles in bankingFrequently compared as front-line customer service role in banks

The main difference between a Banking Assistant and a Bank Teller lies in their responsibilities and work environment. Banking Assistants typically handle administrative tasks and customer support in an office setting, while Bank Tellers work directly with customers at branch counters, focusing on cash transactions. Both roles are essential in banking, but they serve different functions within the financial industry.

What are the most commonly searched types of Banking jobs in San Ramon, CA? The most popular types of Banking jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Banking Assistant jobs? Cities near San Ramon, CA with the most Banking Assistant job openings:
Banking Assistant jobs near you
Infographic showing various Banking Assistant job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $45,918 per year, or $22.1 per hour.

Vice President, Corporate Banking Credit Solutions - Innovation Banking

First Citizens Bank

San Francisco, CA • On-site

Full-time

Re-posted 2 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 170 rated banks

Job description

Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. Learn more at svb.com.
Corporate Banking Credit Solutions (CBCS) focuses on late-stage companies within SVB's portfolio of businesses. Primary responsibilities include structuring, underwriting, executing, and negotiating transactions and portfolio management with a secondary focus on client coverage. The ideal candidate will be able to execute transactions from initial data receipt to document negotiation and loan closing with assistance from associates and limited guidance from Directors/MDs. The team provides creative late-stage and leveraged capital solutions to Corporate Banking clients in the technology sector.
Responsibilities
  • Underwriting; Process Management
  • Debt process management - manage corporate and leveraged transaction processes from new opportunity introduction to loan closing;
  • Due Diligence - review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information;
  • Credit Memorandums - create credit memorandums to drive credit approval for new opportunities;
  • Review financial models from associates to ensure accuracy with company projections;
  • Present new opportunities to loan approvers;
  • Prepare loan packages for approvals, including utilization of existing bank systems;
  • Lead document negotiation;
  • Utilizes analysis and independent judgment to generate recommendations to Directors/MDs;
  • Drive coordination / execution with Syndications and Relationship Management partners;
  • Act as primary lending liaison for portfolio companies;
  • Work with associates to ensure timely and accurate reporting from portfolio companies;
  • Manage any amendment/waiver processes for portfolio companies;

Other Responsibilities:
  • Coordination with RM partners to develop materials required to evaluate, pitch, and execute debt opportunities;
  • Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities;
  • Mentor the associate staff.
  • Decisions - utilizes moderate decision making and independent judgement in negotiations and building relationships. Influences and drive decisions;
  • Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB;

Recommendations:
  • Recommends structuring and underwriting points on new opportunities as well as decisions related to portfolio and risk management of the existing portfolio with guidance from senior team members.
  • Knowledge - Advanced late stage lending & leveraged finance knowledge, negotiating experience and marketing skills with an ability to build and close new relationships with minimal assistance.

Skills:
  • Highly proficient at researching information and gathering pertinent items to identify trends / anomalies.
  • Extremely adept at understanding and interpreting requests.
  • Strong understanding of financial accounting with financial modeling experience.
  • Strong organization and attention to details ensuring all documentation is complete and accurate.
  • Proven ability / highly skilled at developing strong positive relationships with external clients / internal partners.
  • Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience and influencing decisions in the best interest of the client.
  • Professional, thorough, and organized with strong follow-up skills.
  • Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients.
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
  • Responds positively and quickly to constructive feedback.

Competencies:
  • Intuitiveness
  • Analytical Ability/Fluency with Numbers
  • Critical thinking
  • Time management
  • Prioritization
  • Driven/Self-Motivated
  • Collaborative
  • Accountability

Qualifications
Bachelor's Degree and 4 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors OR High School Diploma or GED and 8 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors.
Preferred Education and Experience:
  • 8+ years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role
  • Bachelor's or equivalent required. MBA or CFA preferred but not required.
  • Moderate travel is expected for this position; events; trainings; or bank meetings may require offsite work.

Preferred Area of Study: Finance, Economics, Business Administration, or related field
Preferred Area of Experience: Technology or healthcare sector experience, and/or Leadership experience and advanced financial modeling skills
The base pay for this position is relative to your experience but the range is generally $166,875 - $222,500 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
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. More information can be found at https://jobs.firstcitizens.com/benefits.

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