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Retail Banking Associate Jobs in Washington (NOW HIRING)

Woodforest National Bank

Teller Retail Banker II

Severn, MD · On-site

$17.75 - $22.25/hr

  • PTO

... banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Woodforest National Bank

Teller Retail Banker II

Arbutus, MD · On-site

$15.25 - $19/hr

  • PTO

... banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Woodforest Financial Group

Teller Retail Banker II

Severn, MD

$17.75 - $22.25/hr

  • PTO

... banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Woodforest Financial Group

Teller Retail Banker II

Arbutus, MD · On-site

$15.75 - $19.50/hr

  • PTO

... banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

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Retail Banking Associate information

What does a retail banking associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

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

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What are some common challenges retail banking associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.

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

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

How hard is it to get into a retail banking associate?

Getting a retail banking associate position typically requires a high school diploma or equivalent, with some employers preferring candidates with customer service experience or relevant certifications. The role often involves basic financial knowledge, communication skills, and the ability to work in a team, with competition varying by location and employer requirements.

Which retail banking associate pays the most?

The highest-paid retail banking associates typically work in senior or specialized roles, such as branch managers or financial advisors, and can earn higher salaries due to experience, certifications, and performance. Salaries vary by location and institution but generally range from $40,000 to over $70,000 annually for experienced professionals. Advanced skills in sales, customer service, and financial products can also lead to higher compensation.

What are the most commonly searched types of Retail Banking jobs in Washington?

The most popular types of Retail Banking jobs in Washington are:

What are popular job titles related to Retail Banking Associate jobs in Washington?

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

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

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

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

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

Retail Banking Associate jobs near you
Infographic showing various Retail Banking Associate job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Bilingual Spanish Relationship Banker- Quince Orchard Branch/ Gaithersburg MD

M&T Bank

Gaithersburg, MD • On-site

$23.84 - $39.74/hr

Full-time

Posted 20 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

80th of 171 rated banks

Job description

Must be fluent in Spanish/ EnglishCandidates with a proven track record in relationship-based sales, branch banking, and retail banking are highly preferred, particularly those who demonstrate strong leadership capabilities and a history of driving team and business performance.Overview:

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.

Primary Responsibilities:
  • Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
  • Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals
  • Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
  • Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients
  • Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
  • Establish trust with existing clients through proactive outreach regularly
  • Schedule preset appointments for the following week and hold appointments each week
  • Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
  • Perform customer servicing interactions.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements.

The position is key driver of customer flow in the branch to support these activities.

The position services existing customers and grows the business through identifying sales opportunities with customers.

The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity.

Education and Experience Required:

High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience

OR

Ahigh school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.

Strong verbal communication and interpersonal skills

Proven ability to demonstrate exceptional customer service

Well-organized individual with time management and prioritization skills

Demonstrated financial services product knowledge

Ability to communicate with tact and diplomacy with internal and external customers

Proficient with internet user-level technology

Ability to fluently communicate both verbally and in writing with bank customers in both English and the specified second language. Proficiency to be determined via an assessment.

Education and Experience Preferred:

Associates degree

Notary public license

Bilingual based on branch needs

Physical Requirements:

Ability to stand for long periods of time

Prolonged use of hands and fingers

Ability to lift light to heave objects weighing 5 lbs. to 30lbs

Ability to read fine print

Ability to interact with customers in an open face-to-face work environment

Ability to use fax, telephone system, copier and other communication tools

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $23.84 - $39.74 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationGaithersburg, Maryland, United States of America

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