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Relationship Banking Associate Jobs in California

Roth

Investment Banking Associate

Newport Beach, CA · On-site

$80K - $85K/yr

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth ... The Investment Banking Associate serves as a key member of deal teams, bridging execution and ...

MUFG

Investment Banking Associate

Los Angeles, CA · On-site +1

$170K/yr

Supporting senior bankers in establishing relationships and maintaining direct contact with current ... associates or relatives that is protected under applicable federal, state, or local law.

East West Bank

Relationship Banker

Monterey Park, CA · On-site

$22/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...

East West Bank

Relationship Banker

Irvine, CA · On-site

$22/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...

East West Bank

Relationship Banker

Irvine, CA

$22 - $23.50/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...

East West Bank

Relationship Banker

Monterey Park, CA

$22 - $23.50/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...

East West Bank

Senior Relationship Banker

Oakland, CA · On-site

$26/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Sr. Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...

East West Bank

Senior Relationship Banker

Oakland, CA

$26 - $29/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Being the next generation Senior Relationship Banker at East West Bank means you are part of a ...

East West Bank

Senior Relationship Banker

Los Angeles, CA · On-site

$24/hr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Sr. Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...

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All JobsRelationship Banking Associate JobsRelationship Banking Associate Jobs in California

Relationship Banking Associate information

What is a relationship banking associate?

A Relationship Banking Associate is a banking professional who works directly with clients to manage their financial needs, build long-term customer relationships, and provide personalized banking solutions. They assist customers with opening accounts, processing transactions, and offering advice on products like loans, credit cards, and investment options. Relationship Banking Associates play a crucial role in providing excellent customer service, identifying sales opportunities, and ensuring customer satisfaction. Their goal is to help clients achieve their financial objectives while supporting the bank's growth and retention strategies.

What are the key skills and qualifications needed to thrive as a relationship banking associate?

To thrive as a Relationship Banking Associate, you need strong customer service abilities, sales acumen, and a solid understanding of banking products, typically supported by a high school diploma or associate degree. Familiarity with core banking systems, CRM software, and digital banking platforms is essential. Excellent communication, problem-solving, and interpersonal skills help build trust and lasting relationships with clients. These competencies are vital for providing personalized service, meeting sales goals, and enhancing customer satisfaction within a competitive financial environment.

What are some common challenges relationship banking associates face when managing client portfolios?

Relationship Banking Associates often encounter the challenge of balancing personalized service with managing a large volume of client accounts. Staying updated on a diverse range of financial products and regulations is key, as clients expect informed guidance tailored to their specific needs. Additionally, associates must navigate fluctuating client demands and economic changes, while collaborating closely with internal teams such as lending officers and financial advisors to deliver comprehensive solutions. Strong communication and organizational skills are essential to address these challenges effectively and build lasting client relationships.

What is the difference between Relationship Banking Associate vs Personal Banker?

AspectRelationship Banking AssociatePersonal Banker
CredentialsTypically requires a high school diploma or equivalent; some roles prefer relevant financial certificationsSimilar credential requirements; often requires FINRA licenses for certain services
Work EnvironmentBank branches, customer service areas, team-oriented settingsBank branches, customer-facing roles, sales-driven environment
Employer & Industry UsageUsed by retail banks, credit unions, financial institutionsCommonly used by retail banks, credit unions, financial institutions
Comparison FocusFocuses on building long-term client relationships and cross-sellingFocuses on providing banking services and account management

The main difference between a Relationship Banking Associate and a Personal Banker lies in their focus. Relationship Banking Associates emphasize building long-term client relationships and cross-selling financial products, while Personal Bankers primarily handle day-to-day banking transactions and account services. Both roles require similar credentials and work in comparable environments within retail banking institutions.

Do relationship banking associates make good money?

Relationship banking associates typically earn a base salary that ranges from $35,000 to $60,000 annually, with potential for bonuses and commissions based on performance. Compensation can vary depending on experience, location, and the financial institution, and the role often requires strong customer service and sales skills.

Is a relationship banking associate an entry-level position?

A relationship banking associate is often considered an entry-level role in banking, typically requiring a high school diploma or bachelor's degree and providing on-the-job training. The position involves customer service, basic financial knowledge, and relationship-building skills, making it suitable for those starting their banking careers.

What are popular job titles related to Relationship Banking Associate jobs in California?

For Relationship Banking Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Relationship Banking Associate jobs in California look for?

The top searched job categories for Relationship Banking Associate jobs in California are:

What cities in California are hiring for Relationship Banking Associate jobs?

Cities in California with the most Relationship Banking Associate job openings:

Relationship Banking Associate jobs near you
Infographic showing various Relationship Banking Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 29% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Investment Banking Associate

Newport Beach, CA • On-site

Roth Capital Partners
See more jobs at Roth Capital Partnersexternal

Full-time

Posted 7 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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