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Relationship Banking Associate Jobs in Washington

M&T Bank

Bilingual Relationship Banker

Ellicott City, MD · On-site

$22.61 - $37.67/hr

... clients banking relationship and transition to needs to based discussion on financial goals ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Bilingual Relationship Banker

Ellicott City, MD · On-site

$22.61 - $37.67/hr

... clients banking relationship and transition to needs to based discussion on financial goals ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

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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 Washington?

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

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

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

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

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

Relationship Banking Associate jobs near you
Infographic showing various Relationship Banking Associate job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.

MBA Investment Banking Associate 2027

Socket.dev

Mclean, VA • On-site

$158 - $193/hr

Other

Posted 19 days ago

Key responsibilities

  • Create client marketing presentations, memoranda, and other materials

  • Conduct industry and market research

  • Assist in the preparation of valuation models

Job description

MBA, Investment Banking Associate - 2027 Key Details:

  • Full-time new hires will start in a two-year program commencing in July 2027.

  • The two-year development program is designed as a career accelerator to foster the next generation of investment banking talent.

  • Participation in the program requires that you are located in the continental United States with in-person attendance at your assigned location.

  • The location for the duration of this program will be in McLean, Virginia.

Basic Qualifications:

  • Currently has, or is in the process of obtaining, a 2-year MBA with an expectation that your degree will be obtained by July 2027 or earlier

  • At least 1 year of Corporate & Investment Banking, Consulting, Private Equity, or Transaction Advisory experience

Preferred Qualifications:

  • Financial modeling experience, including DCF and LBO valuations

  • Strong analytical and quantitative skills

  • Knowledge of general accounting and finance principles

  • Strong written and oral presentation skills

  • Ability to work independently in a fast-paced environment

  • Strong work ethic, attention to detail, and a passion for excellence

  • Strong Microsoft Word, Excel, and PowerPoint skills

At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (e.g. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-3, and O-1, or any other forms of work authorization that require immigration support from an employer).

MBA Investment Banking Associate - 2027

The Investment Banking Development Program is seeking to hire a MBA full-time Associate to join KippsDeSanto & Co. (\"KDC\") , a wholly owned subsidiary of Capital One, to support its mergers and acquisitions (\"M&A\") advisory practice within the Aerospace, Defense, Government and Technology sectors. KDC is focused on providing comprehensive investment banking services to top-quality clients within their sectors of expertise.

Our Associates perform critical functions throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately closing the deal. The position offers substantial opportunities to gain financial and technical expertise, professional development, and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development.

What is the Investment Banking Development Program at Capital One?

We have designed a 2-year investment banking development program to help you launch a challenging, accelerated and rewarding career within Capital Markets at Capital One. The program awards you a full-time Associate position on the KippsDeSanto, Co. team and offers substantial opportunity for professional development and upward mobility. You’ll receive hands‑on, technical and market‑oriented training and be exposed to leaders throughout the broader team that will help you build a strong foundation for your career in investment banking.

You’ll also receive guidance along the way to help foster your ongoing career development and transition from college into the full-time workplace, helping you build the confidence, skills, and experience to accelerate your career. Challenging team and individual projects, constant client interaction, broad product exposure, along with an immersion into multiple areas of Capital Markets and the Commercial Bank will help you grow your competencies and allow you to establish yourself as a leader in the organization and the broader financial services industry.

We value collaboration and innovation. Within the KippsDeSanto, Co. team, you’ll find energized, positive people rolling up their sleeves to deliver value‑added solutions, products and services for our clients. If you want to be part of a fast‑paced, client‑centric and strategically‑growing business, we want you to join our talented group!

Roles and Responsibilities:

  • Create client marketing presentations, memoranda, and other materials

  • Develop an in depth understanding of investment banking products and services

  • Conduct industry and market research

  • Prepare and analyze historical and projected financial performance

  • Assist in the preparation of valuation models

  • Assisting in the development and continued cultivation of client, prospect client, and professional advisor relationships

  • Assisting in the management and mentoring of Analysts

McLean, VA: $175,000 - $175,000 for MBA Investment Banking Full-Time Associate

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part‑time status, exempt or non‑exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please.

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug‑free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third‑party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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