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

The Harrison Rush Group

Associate

San Francisco, CA · On-site

Investment Banking Associate (TMT) - Elite Boutique Location: San Francisco, CA Sector Focus: Technology, Media, and Telecommunications (TMT) The Role We are seeking an experienced Investment Banking ...

The Harrison Rush Group

Associate

San Francisco, CA · On-site

Investment Banking Associate (TMT) - Elite Boutique Location: San Francisco, CA Sector Focus: Technology, Media, and Telecommunications (TMT) The Role We are seeking an experienced Investment Banking ...

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All JobsBanking Associate JobsBanking Associate Jobs in San Ramon, CA

Banking Associate information

See San Ramon, CA salary details

$30.2K

$157.8K

$347K

How much do banking associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for banking associate in San Ramon, CA is $157,804.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $237,500.00 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 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 Associate jobs? Cities near San Ramon, CA with the most Banking Associate job openings:
Banking Associate jobs near you
Infographic showing various Banking Associate job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $157,804 per year, or $75.9 per hour.

Client Associate - Community Development Banking - Associate

JPMorgan Chase & Co

San Francisco, CA • On-site

Full-time

Medical, Retirement

Re-posted 19 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description

Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide! 

J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit (LIHTC) developments and bond purchases. Clients include for-profit and not-for-profit developers, government entities, and community-based organizations.


As a Community Development Banking Associate within our Commercial Real Estate team, you will provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by senior banker colleagues. You will report to a CDB Banker and support all members of the San Francisco team.

Job Responsibilities:

  • Work with Originating Bankers to gather project documentation, prepare credit committee pitch packages, Letters of Interest, and Term Sheets
  • Analyze and adjust development budgets, operating statements, rent schedules, construction flow of funds, financial statements, market studies, and third-party reports
  • Collaborate with underwriters through the credit approval process, including closing calls, due diligence collection, and internal reporting
  • Review legal documentation prior to closing for accuracy and consistency with credit approval terms
  • Assist with client meetings/calls related to financings and attend JPM Chase and industry events
  • Monitor construction progress, including draw requests, funding adequacy, time delays, cost overruns, contingency fund usage, and compliance with loan documents

Required Qualifications, Skills, and Capabilities:

  • 2.5+ years' experience in financing commercial real estate transactions, including mixed income and affordable housing development projects
  • Experience with Federal, State, and Local Affordable Housing/LIHTC financing programs
  • BA/BS degree
  • Strong interpersonal skills for client and stakeholder interaction
  • Team player with flexibility to adjust priorities as needed
  • Excellent written and verbal communication skills
  • Proficient in MS Word, Excel, PowerPoint, and Outlook
  • Limited travel required, occasionally overnight

Preferred Qualifications, Skills, and Capabilities:

  • Formal bank credit training
  • Knowledge of standard bank credit policies and loan administration procedures


 

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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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