Become A Banking Associate

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Working As A Banking Associate

Interacting With Computers
Getting Information
Evaluating Information to Determine Compliance with Standards
Performing for or Working Directly with the Public
Identifying Objects, Actions, and Events

Deal with People
Unpleasant/Angry People
Repetitive
$100,000
Average Salary

What Does A Banking Associate Do At Woodforest National Bank

* Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.
* Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas.
* Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary.
* Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate.
* Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.
* Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs.
* Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners.
* Practices branch security procedures and protects customer confidentiality and privacy.
* Performs other job related duties or special projects as assigned

What Does A Banking Associate Do At Commerce Bank

* Prepares ELARs, obtains needed approvals, and submits to Commercial Loan Servicing
* Reviews loan documentation for accuracy and completeness prior to execution
* Submits completed loan documentation to CLS and manages the booking process
* Processes real estate documentation including title work, recording, and insurance
* Clears documentation exceptions
* Processes daily overdraft approval and fraud verification
* Updates, maintains, and records receipt of financial documents and tracks next due date
* Skilled at Excel, Word, PowerPoint, ELAR, BDEV, CRISP, Shaw, CAC, and Branch Connections

What Does A Banking Associate Do At First American Bank

* Prepare and manage the flow of all standard credit applications.
* Handle all wire transfers, overdrafts, account maintenance, and routine compliance.
* Maintain direct client contact resolving all day-to-day inbound questions and concerns in a one-on-one environment.
* Partner with Commercial Banking, Business Banking, Wealth Management and Retail Banking to coordinate service to clients referred by these key groups.
* Gather, analyze, and process financial information, collateral documentation, disclosures, proof of insurance, etc.
* Responsible for ensuring that all closing deadlines and agreed to expectations established by the client or bank employees are met
* Ensure proper account positioning and look for cross-sale opportunities and other revenue opportunities.
* Maintain Customer Relationship Management (CRM) reporting and tracking.
* Special projects as assigned by management

What Does A Banking Associate Do At Federal Reserve Bank

* Plan and conduct examinations to evaluate the legal and compliance risk management practices and determine compliance with relevant laws and regulations which may include laws and regulations covering anti-money laundering (AML) such as the Bank Secrecy Act (BSA) and the requirements of Office of Foreign Assets Control (OFAC);
* Assess the quality and effectiveness of an institution’s compliance programs in relation to the inherent risks of the institution, supervisory expectations, and sound practices; such assessment may include the quality and effectiveness of an institution’s BSA/AML and OFAC compliance programs;
* Present findings to Federal Reserve and bank management and produce reports, memoranda and work papers in support of findings conforming to Federal Reserve expectations;
* Develop a comprehensive understanding of laws and regulations pertinent to corporate compliance expectations of the largest and most complex financial institutions which may include laws and regulations pertinent to AML, OFAC and other sanctions;
* Develop a strong familiarity with pertinent literature used by industry practitioners;
* Develop subject matter expertise in the identification and management of risks posed by individual business lines, products, or services;
* Participate in or lead other Compliance Risk Department examinations and special projects, perform analyses, and assist in the development of supervisory policy, as needed;
* Collaborate with other regulatory agencies and with internal Federal Reserve stakeholders, such as legal and supervisory personnel; and
* Depending on experience, lead and manage individuals and projects; provide meaningful performance feedback, and provide training and coaching to junior examiners

What Does A Banking Associate Do At Fifth Third Bank

* Create a memorable customer experience by proactively building, maintaining, and growing relationships in a assigned book of business through various communication channels
* Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions
* Maintain a well-developed, working knowledge of products, services, and processes offered
* Work collaboratively with internal partners to ensure customer's needs are met
* Analyze customer credit data and other related financial information to ensure customers are in the appropriate solutions that align with their needs
* Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp
* Other duties as assigned
* MINIMUM KNOWLEDGE

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How To Become A Banking Associate

Most tellers have a high school diploma and receive about 1 month of on-the-job training. Some banks do background checks before hiring a new teller.

Education

Tellers usually need a high school diploma or equivalent. Some tellers may take some college courses, but a degree is rarely required for a job applicant to be hired.

Training

New tellers usually receive brief on-the-job training, typically lasting about 1 month. Normally, a head teller or another experienced teller trains them. During this training, tellers learn how to balance cash drawers and verify signatures. They also learn the computer software that their bank uses and the financial products and services the bank offers.

Advancement

Experienced tellers can advance within their bank. They can become head tellers or move to other supervisory positions. Some tellers can advance to other occupations, such as loan officer. They can also move to sales positions.

Important Qualities

Customer-service skills. Tellers spend their day interacting with bank customers. They must be friendly, helpful, and patient. They must be able to understand customer needs and explain service options to their customers.

Detail oriented. Tellers must be sure not to make errors when dealing with customers’ money.

Math skills. Because they count and handle large amounts of money, tellers must be good at arithmetic.

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Banking Associate jobs

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Banking Associate Career Paths

Banking Associate

Assistant Vice President Human Resources Coordinator Specialist

Account Manager

5 Yearsyrs

Account Executive Office Manager Accounts Receivable Specialist

Accounts Receivable Manager

6 Yearsyrs

Bank Officer Branch Manager

Assistant Vice President

7 Yearsyrs

Finance Service Representative Personal Banker

Banking Center Manager

5 Yearsyrs

Office Manager Operations Manager

Branch Manager

6 Yearsyrs

Service Representative Assistant Branch Manager Loan Officer

Branch Manager/Loan Officer

5 Yearsyrs

Service Representative Operation Supervisor Assistant Branch Manager

Branch Operations Manager

6 Yearsyrs

Loan Officer Account Executive Regional Accounts Manager

Customer Account Manager

5 Yearsyrs

Operations Specialist Operations Manager Branch Manager

Finance Center Manager

6 Yearsyrs

Bank Officer Assistant Vice President

Manager, Assistant Vice President

7 Yearsyrs

Project Manager Owner

Owner/Manager

6 Yearsyrs

Finance Service Representative Office Manager Property Manager

Portfolio Manager

7 Yearsyrs

Operations Specialist Project Manager Vice President

President/Owner

9 Yearsyrs

Account Executive Territory Manager Account Manager

Relationship Manager

6 Yearsyrs

Office Manager Account Manager

Senior Account Manager

7 Yearsyrs

Loan Officer Sales Consultant Senior Sales Representative

Senior Representative

5 Yearsyrs

Project Manager Property Manager Service Specialist

Senior Service Specialist

5 Yearsyrs

Assistant Vice President Vice President

Senior Vice President

12 Yearsyrs

Credit Analyst Assistant Vice President

Vice President

8 Yearsyrs

Credit Analyst Finance Analyst Assistant Vice President

Vice President And Manager

10 Yearsyrs

Average Length of Employment

Personal Banking Officer 3.6 years
Personal Banking Assistant 2.7 years
Personal Banking Representative 2.7 years
Banking Services Clerk 2.5 years
Bank Representative 2.4 years
Transactional Specialist 2.3 years
Finance Associate 2.3 years
Banker 2.3 years
Service Associate 2.1 years
Banking Associate 2.0 years

Top Careers Before Banking Associate

Top Careers After Banking Associate

Banking Associate Demographics

Gender

Female
58.2%
Male
37.8%
Unknown
4.0%

Ethnicity

White
74.5%
Asian
12.2%
Hispanic or Latino
10.4%
Unknown
2.2%
Black or African American
0.7%

Languages Spoken

Spanish
39.8%
French
12.0%
Mandarin
9.3%
Chinese
8.3%
Korean
2.8%
Italian
2.8%
Portuguese
2.8%
Japanese
2.8%
Cantonese
2.8%
Polish
2.8%
Swahili
1.9%
Vietnamese
1.9%
Russian
1.9%
German
1.9%
Arabic
1.9%
Telugu
0.9%
Hindi
0.9%
Danish
0.9%
Ukrainian
0.9%
Armenian
0.9%

Banking Associate

Unfortunately we don’t have enough data for this section.

Banking Associate Education

Schools

University of Phoenix
20.0%
University of Memphis
8.8%
Southwest Tennessee Community College
7.1%
New York University
6.5%
Strayer University
5.9%
Texas Tech University
5.3%
Liberty University
4.1%
University of Pennsylvania
3.5%
Glendale Community College
3.5%
University of Alabama at Birmingham
3.5%
University of Texas at Austin
3.5%
DePaul University
3.5%
Boston University
3.5%
University of Virginia
3.5%
Troy University
2.9%
Georgetown University
2.9%
Pennsylvania State University
2.9%
California State University - Sacramento
2.9%
Cornell University
2.9%
University of Houston
2.9%

Majors

Degrees

Bachelors
39.9%
Masters
21.5%
Other
21.3%
Associate
10.5%
Certificate
3.2%
Doctorate
2.8%
Diploma
0.6%
License
0.3%

Banking Associate

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Part Time

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Temporary

Real Banking Associate Salaries

Job Title	Company	Location	Start Date	Salary
Associate, Banking	Barclays Capital Inc.	New York, NY	Nov 24, 2016	$200,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Jul 17, 2015	$175,000
Associate, Banker, Corporate Banking & Securities	Deutsche Bank Securities, Inc.	San Francisco, CA	Feb 12, 2016	$175,000
Associate, Banking	Morgan Stanley & Co. LLC	New York, NY	Apr 20, 2016	$175,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Oct 20, 2014	$160,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Aug 13, 2016	$160,000
Associate 3, Banking	Morgan Stanley & Co. LLC	New York, NY	Oct 22, 2015	$160,000
Associate, Banking	Barclays Capital Inc.	New York, NY	Jun 27, 2016	$150,000
Corporate Banking Associate	Citicorp North America, Inc.	Houston, TX	Jan 19, 2015	$150,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Aug 11, 2015	$150,000
Associate, Banking	Barclays Capital Inc.	New York, NY	Sep 09, 2016	$150,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Nov 08, 2015	$150,000
Corporate Banking Associate, TMT	Citicorp North America Inc.	New York, NY	Mar 04, 2015	$140,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Aug 01, 2014	$120,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Sep 14, 2013	$120,000
Associate, Banking	Morgan Stanley & Co. LLC	New York, NY	Sep 15, 2012	$120,000
Corporate Banking Associate	Citicorp North America, Inc.	Houston, TX	Aug 01, 2014	$120,000
Banking Associate	Morgan Stanley & Co. Inc.	New York, NY	Jan 01, 2010	$110,000
Associate, Banking	Morgan Stanley & Co. LLC.	New York, NY	Oct 01, 2011	$100,000
Corporate Banking Associate	Citicorp North America, Inc.	New York, NY	Aug 01, 2014	$100,000

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Top Skills for A Banking Associate

Top Banking Associate Skills

Financial Products
Outstanding Customer Service
Loan Payments

You can check out examples of real life uses of top skills on resumes here:

Outlined and facilitate all financial products for clients that encompassed investments and Certificate of Deposits.
Provided outstanding customer service to build relationships with customers via phone on a daily basis.
Routed loan payments and investments; processed cashier's checks, money orders and traveler's checks.
Supported sales representatives in establishing and deepening client relationships.
Introduced and educated customers about various bank products: savings account, deposit accounts and insurance plans.