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Banking Associate Jobs in Boston, MA (NOW HIRING)

## Banking Associate - Sudbury, MAPostulerremote type: Sur placelocations: Sudbury, Massachusettstime type: Temps pleinposted on: Publiรฉ il y a 8 jour(s)time left to apply: Date de fin : 14 aoรปt 2026 ...

Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 ...

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Banking Associate information

See Boston, MA salary details

$29.3K

$153.4K

$337.3K

How much do banking associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for banking associate in Boston, MA is $153,410.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,600.00 and $230,900.00 per year, depending on experience, location, and employer.

What is a banking associate?

Banking Associates are entry- to mid-level professionals in banks or financial institutions who assist clients with their banking needs and support various operations, such as account management, loan processing, and customer service. They serve as the first point of contact for customers, handling inquiries, resolving issues, and ensuring compliance with regulatory requirements. Banking Associates often work alongside branch managers and other banking staff to provide seamless financial services and may also assist in sales and cross-selling of banking products.

Do banking associates need a degree?

Banking associates typically do not require a college degree, but many employers prefer candidates with a high school diploma or equivalent. Relevant skills such as customer service, attention to detail, and familiarity with banking software can be important, and some positions may offer on-the-job training or require certifications like a banking or financial services license.

What challenges do banking associates face during their first year, and how can they overcome them?

Banking Associates often encounter a steep learning curve in their first year, especially when adapting to fast-paced environments and complex financial products. They may face challenges in managing multiple client accounts, meeting strict deadlines, and mastering industry-specific software. To overcome these hurdles, it's important to proactively communicate with team members, seek mentorship from more experienced colleagues, and take advantage of training resources provided by the bank. Building strong organizational skills and staying detail-oriented will also help Banking Associates succeed and grow within the role.

What is the difference between Banking Associate vs Bank Teller?

AspectBanking AssociateBank Teller
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentOffice setting, handling client accounts, administrative tasksBranch counter, direct customer service
Employer & Industry UsageCommercial banks, credit unions, financial institutionsRetail banking branches, financial institutions
Common Search & ComparisonCustomer service, banking operations, financial productsCash handling, customer transactions, account inquiries

While both roles involve customer interaction within banking, Banking Associates typically handle a broader range of financial services and administrative tasks, often requiring more specialized knowledge. Bank Tellers focus primarily on cash transactions and basic customer service at the branch counter. Understanding these differences helps job seekers identify the right role based on their skills and career goals.

What skills and qualifications are needed to be a banking associate?

To thrive as a Banking Associate, you need a solid understanding of financial products, customer service, and sales principles, often backed by a bachelor's degree in finance, business, or a related field. Familiarity with banking software, CRM systems, and compliance tools is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart in this role. These skills are essential for delivering excellent customer experiences, ensuring regulatory compliance, and achieving business targets within a competitive banking environment.

What level is a banking associate at a bank?

A banking associate is typically an entry-level or junior position within a bank, often requiring a high school diploma or bachelor's degree. The role involves customer service, basic banking operations, and may serve as a stepping stone to higher roles such as banking analyst or manager with experience and additional training.
What are the most commonly searched types of Banking jobs in Boston, MA? The most popular types of Banking jobs in Boston, MA are:
What cities near Boston, MA are hiring for Banking Associate jobs? Cities near Boston, MA with the most Banking Associate job openings:
Infographic showing various Banking Associate job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $153,410 per year, or $73.8 per hour.

Experienced Investment Banking Associate - Technology

Progress Partners IB Inc

Boston, MA โ€ข On-site

$130K - $150K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Job description

Position: Experienced Investment Banking Associate – Technology

Banking | Boston, MA | Full-Time

About the Firm

Progress Partners is a financial services firm whose mission is to build value for the digital future. We aim to attract and work with innovative companies, entrepreneurial leaders, and visionaries who are positively disrupting and transforming the industries we serve. As leaders of change for over twenty years, we strive to architect transformative deals that reshape companies and ultimately the market in which they operate.

Overview

Progress Partners is seeking to hire a Boston-based Experienced Investment Banking Associate to help support its M&A and Capital Markets transactions. The ideal candidate will demonstrate the ability to multi-task in a fast-paced environment, experience with financial statements, financial modeling, and strong communication skills. Prior experience in executing M&A and Capital Markets transactions in Technology verticals is highly preferred.

Experienced Associates at Progress are given substantial responsibility and are highly productive in helping grow the business. Progress fosters a collegial and entrepreneurial environment, and teamwork is essential to the firm’s success. The ideal candidate must be self-motivated, creative, proactive, outgoing, and possess a strong background in finance and accounting.


Key Responsibilities

  • Serve as a core member of deal teams on M&A and capital raising transactions
  • Take on significant ownership of financial modeling, valuation analysis, and transaction materials
  • Draft and refine critical deliverables, including CIMs, management presentations, and other materials
  • Coordinate due diligence processes and manage day-to-day execution workflows
  • Interact directly with clients, buyers, private equity sponsors, and senior internal stakeholders
  • Identifies when content and expertise is required from clients and senior members of the team
  • Participate in the recruitment, development, training, and mentoring of junior resources
  • Perform other duties and responsibilities as assigned

Qualifications

  • Bachelor’s degree required
  • Prior investment banking experience required; at least 1 year as an Investment Banking Associate
  • Strong knowledge of M&A and capital raising practices
  • Advanced knowledge of financial modeling, corporate finance, and accounting
  • Outstanding interpersonal and presentation skills
  • Exceptional writing, verbal, and computer skills
  • Ability to handle multiple projects with competing priorities
  • Demonstrated problem-solving, creative, and strategic thinking skills
  • Detailed-oriented with strong analytical judgment
  • High degree of comfort and confidence interacting with senior executives
  • Strong work ethic and team-oriented approach
  • Effective leadership and coaching skills

What We Offer

  • Salary Range: $130,000 - $150,000 base + annual bonus
  • Comprehensive benefits package (heath, dental, vision, pre-tax spending accounts, life/disability insurance)
  • 401(k) with potential of profit sharing and other company contributions
  • Paid vacation, sick leave, and holidays (firm-wide closure for a week in December)

How to Apply

Interested candidates should apply with an up-to-date resume to careers@progresspartners.com or through our website.