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Banking Experience Jobs (NOW HIRING)

Bridgepoint Investment Banking

WI

Candidates should have over 10 years of investment banking experience and a proven ability to build client relationships. The firm offers a collaborative environment and the opportunity for strategic ...

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Banking Experience information

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$11K

$81.6K

$120.5K

How much do banking experience jobs pay per year?

As of Jun 17, 2026, the average yearly pay for banking experience in the United States is $81,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $120,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Banking Experience position, and why are they important?

To excel in Banking Experience roles, you need a solid understanding of financial products, regulatory compliance, and customer service principles, often supported by a degree in finance, business, or a related field. Familiarity with banking software, CRM systems, and compliance tools is commonly required, and certifications like Certified Banking & Credit Analyst (CBCA) can be beneficial. Strong interpersonal skills, attention to detail, and problem-solving abilities help individuals provide exceptional client support and maintain accurate records. These capabilities ensure efficient operations, high customer satisfaction, and adherence to industry standards within a banking environment.

What jobs pay $10,000 a month without a degree?

High-paying jobs that can reach $10,000 a month without a degree include roles such as commercial pilot, real estate broker, sales manager, or skilled trades like electricians and plumbers. These positions often require specialized training, certifications, or extensive experience but do not necessarily require a college degree.

What is banking experience for a job?

Banking experience refers to the knowledge and skills gained through working in banking or financial services, such as handling transactions, customer service, or financial analysis. It is often required or preferred for roles like bank tellers, loan officers, or financial advisors and may involve familiarity with banking software and regulatory compliance.

What is banking work experience?

Banking work experience refers to practical knowledge gained through employment in banking or financial institutions, including roles such as teller, loan officer, or financial analyst. It involves understanding banking operations, customer service, financial regulations, and the use of banking software or tools. Such experience can enhance skills in financial management, compliance, and client interaction, often required or preferred for advancement in banking careers.

What are typical daily responsibilities in a Banking Experience position?

Banking Experience professionals generally assist clients with various financial transactions, open and manage accounts, and respond to inquiries about banking products or services. They also ensure compliance with internal procedures and regulatory standards by accurately documenting information and following security protocols. Collaboration with loan officers, relationship managers, and other branch team members is common to provide seamless service. The role may require balancing multiple tasks in a fast-paced environment while maintaining a friendly, customer-focused attitude.

What banks offer work experience?

Many banks offer work experience programs, internships, or apprenticeships for students and entry-level applicants. These programs typically provide hands-on training in banking operations, customer service, and financial services, often requiring basic skills in communication and math. Applicants should check individual bank websites for specific program details and eligibility criteria.

What is a Banking Experience job?

A Banking Experience job focuses on enhancing customer interactions, ensuring smooth banking transactions, and improving overall satisfaction. It may involve roles in customer service, relationship management, or user experience within financial institutions. Professionals in this field aim to streamline banking processes, address client needs, and implement digital or in-person strategies to improve service quality. Strong communication and problem-solving skills are essential for success in this role.

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Banking Experience jobs near you

AI Business Engineer - Investment Banking Experience

Raymondjames

Virginia, IL • On-site

$65K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

Job Description Summary

The AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent-based tools. This role blends technical curiosity with practical application and deep business knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation. The individual partners with stakeholders to deliver training, troubleshoot issues, and enhance user experience, while also evaluating technology trends and vendors to drive innovation and business value.

Job Description

Responsibilities

  • This role will directly support the Investment Bank and Capital Markets & Advisory function and its use of generative AI, including GPTs and future agent-based solutions.
  • Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and (over time) agent-based solutions
  • Assist with prompt engineering, prompt optimization, and documentation of effective prompting patterns and use cases
  • Help maintain standards, best practices, and internal documentation related to AI tools, automation, and innovation platforms
  • Provide hands-on support to internal users, helping troubleshoot issues and improve overall user experience with AI-enabled tools
  • Design and deliver role-specific training to finance professionals
  • Contribute to short- and long-term innovation roadmaps through research, analysis, and execution support
  • Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value
  • Generate insights and recommendations that help improve internal technology offerings and identify areas for growth
  • Assist with data analysis and reporting related to innovation initiatives, pilots, and outcomes
  • Create and maintain presentation materials, including PowerPoint decks, charts, and visuals for leadership and stakeholder updates
  • Facilitate meetings with internal teams and external vendors; capture notes, actions, and follow-ups
  • Draft concise summaries, reports, or briefing materials on technology topics, vendors, or pilot results
  • Contribute ideas and perspectives to brainstorming sessions and innovation ideation efforts

Skills

  • The ideal candidate is curious, technically inclined, and excited about applying emerging technologies-especially generative AI-to real business problems.
  • 1-4 years of experience in technology, software, digital innovation, or related roles (financial services experience a plus, but not required)
  • Strong interest in generative AI, automation, and modern software platforms (e.g., LLMs, GPTs, agents, APIs, low-code/no-code tools)
  • Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners - deep software engineering experience not required
  • Proficiency in data analysis using advanced Excel (e.g., pivot tables, XLOOKUP/VLOOKUP, conditional logic) to support reporting, pilot measurement, and business case development
  • Experience supporting or managing vendors, including coordination around licenses, contracts, or service delivery
  • Working knowledge of project and program management fundamentals
  • Ability to operate effectively in a fast-paced, evolving environment and adapt quickly as priorities and technologies change
  • Demonstrated ability to think creatively and encourage new approaches or ways of working
  • Strong written communication skills, with the ability to explain technical or complex concepts clearly and concisely
  • Comfortable creating and interpreting charts, diagrams, tables, and other data visualizations
  • Genuine interest in following technology trends, innovation research, and emerging tools
  • Excellent verbal communication and collaboration skills
  • High attention to detail with the ability to manage multiple workstreams simultaneously
  • Team-oriented mindset with the ability to work across technical and non-technical stakeholders

What success looks like

  • High-value AI use cases are moved from idea to pilot to scaled adoption.
  • Solutions are deployed with clear testing, documentation, and governance controls.
  • Banker adoption increases and workflows show measurable improvement in speed, quality, or user experience.
  • The team develops reusable assets and a repeatable operating model rather than one-off prompts.

Education

Bachelor's degree in computer science, engineering, information systems, data science, finance, economics, or a related field, or equivalent practical experience.

Work Experience

General Experience - 1 to 6 years

Education

Bachelor's (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Salary Range

$65,000.00-$140,000.00

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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