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

Jefferies

Associate - IB Technology

San Francisco, CA

$150K - $200K/yr

Directly support senior bankers with day-to-day transaction due diligence and execution * Draft and participate in the presentation of marketing / new business pitches, confidential offering ...

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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 Jul 16, 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.

Is 25 too old for investment banking?

Banking associates typically start their careers in their early to mid-20s, but 25 is not too old to enter investment banking. Many professionals transition into the field later, especially if they have relevant skills, internships, or advanced degrees like an MBA. Success depends on experience, networking, and skill development rather than age alone.

What are Banking Associates?

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 is an associate position in a bank?

A banking associate is an entry-level or mid-level employee responsible for customer service, processing transactions, and supporting banking operations. They often work in branches or departments, utilizing banking software and adhering to financial regulations. The role may require relevant certifications or training and typically involves a standard work schedule.

What do banking associates do?

Banking associates assist customers with account transactions, provide information about banking products, and support daily branch operations. They often handle deposits, withdrawals, and inquiries, requiring good customer service skills and knowledge of banking software. The role may also involve cross-selling financial services and ensuring compliance with banking regulations.

What are some typical challenges 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 are the key skills and qualifications needed to thrive as a Banking Associate, and why are they important?

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 is the lowest position at a bank?

The lowest position at a bank is typically a teller or bank clerk, responsible for handling customer transactions and basic banking services. These entry-level roles often require minimal experience and serve as a starting point for a banking career, with opportunities for advancement through 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 July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% 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.
GBM - Private - Investment Banking, Classic, TMT (Technology, Media & Telecom) Associate, San Fra...

GBM - Private - Investment Banking, Classic, TMT (Technology, Media & Telecom) Associate, San Fra...

Goldman Sachs, Inc.

San Francisco, CA • On-site

Other

Re-posted 23 days ago

Goldman Sachs rating

8.2

Company rating: 8.2 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

INVESTMENT BANKING

Investment banking works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas

OUR IMPACT

Our Technology, Media and Telecom (TMT) Group advises clients in the technology, media and telecom sectors on various financial transactions, including mergers and acquisitions, equity and debt financings, joint ventures, restructurings, and financial investments. Key sub-sectors in TMT include software, internet, e-commerce, sports and entertainment, publishing, advertising, broadcasting, cable, wireless, hosting, semiconductors, electronics and hardware

HOW YOU WILL FULFILL YOUR POTENTIAL 
Associates at Goldman Sachs play an important role in developing and strengthening our client relationships, participating on our advisory teams and in structuring and executing a full range of financial transactions. They gain exposure to the firm's businesses and expand their knowledge of the investment banking industry, as they develop key analytical, communications, marketing and sales skills. Associates develop financial models, perform valuation analyses and are actively involved in mergers and acquisitions transactions and equity and debt issuances. Associates organize and prepare presentations which explain industry trends and assess clients' situations to provide financial advice and recommend strategies to meet client goals. Associates coordinate teams of advisers, attorneys, and bankers for various transactions, lead due diligence processes and actively participate in the negotiations of legal documentation. From maintaining client communication to helping Goldman Sachs structure client transactions, our associates are a vital part of Goldman Sachs' banking teams

ROLE RESPONSIBILITES 

  • Develop presentations and reports using industry research, mathematical models and statistical techniques for clients in the TMT sector on topics such as strategic alternatives, capital markets activities, equity positioning and corporate governance 
  • Perform comprehensive analyses of financial transactions including pro forma merger scenarios, leveraged buyouts, public listings and financing alternatives using discounted cash flow, sum of the parts, public comparables and precedent transactions analyses
  • Analyze accounting and regulatory statements, debt and equity filings and documents, financial projections and models clients and provide financial and economic advice 
  • Support live deal execution in the TMT sector, including due diligence processes, drafting legal documents with lawyers and potential buyers, organizing and attending deal and non-deal roadshows and liaising with other investment banks and parties
  • Support client dialogue by liaising with senior bankers and product experts throughout the firm to address financial, market, or economic problems
  • Interact with client management teams and working groups to execute projects, provide updates and advice

SKILLS & EXPERIENCE WE ARE LOOKING FOR

  • Strong academic record with bachelor's degree and at least 2-4 years of work experience or MBA degree with relevant experience
  • Significant investment banking experience required (experience in the Technology / TMT sector preferred)
  • Experience with buy-side and sell-side M&A, equity and debt financing transactions required
  • Experience with due-diligence and transaction execution processes required
  • Strong financial modelling skills required
  • Financial valuation experience with knowledge of DCF, LBO, merger modeling, comparable companies, and precedent transactions required
  • Experience preparing and maintaining industry / company presentations and benchmarking materials and other process documents required
  • Strong team orientation and demonstrated ability to work effectively with team members in multiple groups and regions
  • Capacity to interact and build relationships with a wide range of people and act as a point of contact
  • Excellent communication and presentation skills
  • Excellent work ethic, motivation level, and attention to detail
  • Personal integrity, initiative and leadership qualities
  • Ability to develop into a senior TMT investment banking professional

Salary Range 
The expected base salary for this San Francisco, California, United States-based position is $150000-$225000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits 
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

What Goldman Sachs employees say

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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