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Online Banking Associate Jobs (NOW HIRING)

MUFG

Investment Banking Associate

Nashville, TN · On-site +1

$170K/yr

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms * SIE and ...

MUFG

Investment Banking Associate

Charlotte, NC · On-site +1

$170K/yr

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms * SIE and ...

MUFG

Investment Banking Associate

New York, NY · On-site +1

$170K/yr

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms * SIE and ...

Houlihan Capital

Investment Banking Associate

Chicago, IL · On-site

$83K - $112K/yr

Associate Department: Investment Banking Reports To: Vice President, Investment Banking FLSA Status: Exempt Location: Hybrid - Chicago, IL Base Compensation: $83,000-$112,000 USD Bonus Eligible: Yes ...

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Online Banking Associate information

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How much do online banking associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for online banking associate in the United States is $19.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.19 per hour, depending on experience, location, and employer.

What does an online banking associate do?

An Online Banking Associate assists customers with their digital banking needs, such as setting up online accounts, troubleshooting technical issues, and guiding them through online transactions. They provide support via phone, chat, or email, addressing questions about account access, security, and digital banking features. Additionally, they may educate customers about new online tools and ensure the safety of customer information. Their goal is to help customers have a smooth and secure online banking experience.

What are the key skills and qualifications needed to thrive as an online banking associate?

To thrive as an Online Banking Associate, you need a solid understanding of banking products, customer service principles, and digital transaction processes, often supported by a degree in finance or business and relevant banking experience. Familiarity with online banking platforms, CRM systems, and secure communication tools is typically required. Strong problem-solving abilities, attention to detail, and excellent communication skills help build trust with customers and resolve their issues efficiently. These skills are vital for ensuring customer satisfaction, maintaining security, and supporting smooth digital banking operations.

What are some common challenges online banking associates face when assisting customers remotely?

Online Banking Associates often encounter challenges such as troubleshooting technical issues that customers face with digital platforms, addressing security concerns, and providing clear instructions to users who may have varying levels of digital literacy. Since all interactions occur remotely, associates must rely heavily on clear communication and patience to resolve issues effectively without face-to-face assistance. Staying updated on platform changes and maintaining a customer-focused approach are key to overcoming these challenges and ensuring customer satisfaction.

What is the difference between Online Banking Associate vs Customer Service Representative?

AspectOnline Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentBank branches, call centers, or remote online platformsCall centers, retail stores, or office settings
Employer & Industry UsageFinancial institutions, banks, credit unionsVarious industries including banking, retail, telecom
Common Search & Comparison IntentYesYes

The Online Banking Associate primarily handles digital banking services, assisting customers with online account management, transactions, and troubleshooting via online platforms. Customer Service Representatives provide general support across various channels, including in-person, phone, or online, often covering broader customer inquiries. While both roles require strong communication skills and some banking knowledge, Online Banking Associates focus more on digital tools and online services, making them more specialized within the banking industry.

What cities are hiring for Online Banking Associate jobs?

Cities with the most Online Banking Associate job openings:

What are the most commonly searched types of Online Banking jobs?

The most popular types of Online Banking jobs are:

What states have the most Online Banking Associate jobs?

States with the most job openings for Online Banking Associate jobs include:

What are popular job titles related to Online Banking Associate jobs?

For Online Banking Associate jobs, the most frequently searched job titles are:

Investment Banking Associate

Newport Beach, CA • On-site

Roth Capital Partners
See more jobs at Roth Capital Partnersexternal

$80K - $85K/yr

Other

Posted 26 days ago

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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