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Banking Associate Jobs in Ladera Ranch, CA (NOW HIRING)

Bank of Montreal

Associate Banker

Irvine, CA · On-site

Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and ...

East West Bank

Associate Banker

Irvine, CA

$20 - $21.50/hr

As an Associate Banker, you will play a key role in * helping customers with their day-to-day ... Is confident in educating clients on conducting banking transactions online, via mobile app and ...

Columbia Banking System, Inc.

Teller - Float

Fullerton, CA · On-site

$20 - $22/hr

Consistently demonstrates ability and willingness to build relationships with clients and other bank associates. Be a part of a bank that invests in you! * Professional Development: Grow your skills ...

East West Bank

Associate Banker

Irvine, CA · On-site

$20/hr

As an Associate Banker, you will play a key role in * helping customers with their day-to-day ... Is confident in educating clients on conducting banking transactions online, via mobile app and ...

Columbia Banking System, Inc.

Personal Banker

Irvine, CA · On-site

$22 - $26/hr

Basic knowledge of consumer banking and business products and services offered. * Ability and ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...

BMO Capital Markets

Associate Banker

Irvine, CA · Hybrid

Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... The Fund Banking Analyst is responsible for providing financial analysis and support for fund ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and ...

BMO Financial

Associate Banker

Irvine, CA · On-site

Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as ...

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Showing results 1-20

All JobsBanking Associate JobsBanking Associate Jobs in Ladera Ranch, CA

Banking Associate information

See Ladera Ranch, CA salary details

$28.7K

$150.1K

$330.1K

How much do banking associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for banking associate in Ladera Ranch, CA is $150,110.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,600.00 and $225,900.00 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.

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 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 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, account management, and basic banking operations, with opportunities for advancement to higher roles such as senior associate or specialist based on experience and performance.

What are the most commonly searched types of Banking jobs in Ladera Ranch, CA?

The most popular types of Banking jobs in Ladera Ranch, CA are:

What cities near Ladera Ranch, CA are hiring for Banking Associate jobs?

Cities near Ladera Ranch, CA with the most Banking Associate job openings:

Banking Associate jobs near you
Infographic showing various Banking Associate job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $150,110 per year, or $72.2 per hour.

Investment Banking Associate

Roth Capital Partners

Newport Beach, CA • On-site

Full-time

Posted 15 hours ago

Posted today

Job description

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.
Roth is looking to add an Investment Banking Associate to our Consumer Team. The Investment Banking Associate serves as a key member of deal teams, bridging execution and client management responsibilities. This role involves greater ownership of financial analysis, deal materials, and process management, with increasing exposure to direct client interaction and deal negotiation support. This in-person role will be in the firm’s Newport Beach, CA office.
Responsibilities include (but are not limited to):
  • Lead the development and quality control of complex financial models (DCF, LBO, merger consequences, accretion/dilution) and valuation analyses
  • Oversee preparation of pitch books, management presentations, offering memoranda, and other transaction materials, ensuring accuracy and consistency
  • Manage day-to-day workstreams on live transactions, coordinating across internal teams and external advisors (legal, accounting, tax)
  • Participate in client meetings and calls, contributing to strategic discussions and deal positioning
  • Support due diligence processes, including managing data rooms and identifying key risks or issues for senior banker review
  • Review and guide the work of Analysts, providing feedback on modeling, formatting, and analytical rigor
  • Assist in deal structuring, negotiation support, and drafting of transaction documentation
  • Conduct industry and company research to support origination efforts and new business development
Skills and Attributes:
  • Strong track record of financial modeling and valuation work in a banking, private equity, or related environment
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Deep understanding of accounting, corporate finance, and capital markets
  • Demonstrated ability to manage multiple workstreams and competing deadlines independently
  • Strong client-facing communication and presentation skills
  • Ability to supervise, review, and develop junior staff
Qualifications:
  • MBA or advanced degree with prior investment banking experience, or 3+ years as an investment banking Analyst
  • Securities Industry Essentials - SIE, Series 79, and 63
  • Experience with Bloomberg, Capital IQ, or FactSet
  • Prior experience in consumer investment banking preferred

Compensation:
$80,000-$85,000 base +
Semi-annual discretionary bonus
 

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