Top 18 banking associate Jobs in san diego ca

Private Banking Associate - San Diego, CA
California Bank & Trust —San Diego, CA
- $78,000 - $114,000 a year
- Word processing
- Mid-level
- Office
- Profit sharing
- Paid training
Associate Banker
BMO Financial Group —San Diego, CA
- $41,714 - $50,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Loan Servicing Associate
Endeavor Bank —San Diego, CA
- $25 - $31 an hour
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Part Time (20 Hours) Associate Banker, Kearny Mesa Branch, San Diego, CA
JPMorganChase —San Diego, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
2h
Sales Associate
LA Fitness —National City, CA
- $2,850 - $4,500 a month
- Full-time
- Typing
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Part Time Associate Banker Southeast San Diego (30 Hours)
JPMorganChase —El Cajon, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d
Associate Banker-Bilingual Chinese Preferred
East West Bank —San Diego, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Part Time Associate Banker Northern Coast San Diego (30 hours)
JPMorganChase —Del Mar, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
9h
Ascent Private Banking Associate
U.S. Bank National Association —San Diego, CA
- $66,640 - $78,400 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
6d
Part Time Bilingual Sales Associate
ACE Cash Express —La Mesa, CA
- $17.25 - $18.50 an hour
- Part-time
- Spanish
- Basic math
- High school diploma or GED
- Flexible schedule
Quick Apply
Real Estate Associate Loan Originator, NE (San Diego)
PrimeLending —San Diego, CA
- Part-time
- Mid-level
- Office
- High school diploma or GED
Sales Associate
Credipair —Chula Vista, CA
- $19 - $25 an hour
- Part-time
- Spanish
- English
- Office
- Opportunities for advancement
Quick Apply
1h
Recruitment Associate
Grameen America, Inc. —San Diego, CA
- $19.42 an hour
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
- Wellness program
- Paid holidays
Quick Apply

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Associate Banker
BMO Financial Group —San Diego, CA
Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and…
$41,714 - $50,500 a year
Part Time (20 Hours) Associate Banker, Kearny Mesa Branch, San Diego, CA
JPMorganChase —San Diego, CA
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing…
$25.00 - $30.48 an hour
2h

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Personal Banker Associate I- Whitehall Bank Mart
Fifth Third Bank —Whitehall, OH
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business…
Personal Banker Associate 1- Float: Central Columbus
Fifth Third Bank —Columbus, OH
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business…

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banking associate jobs near san diego ca

Private Banking Associate - San Diego, CA

California Bank & Trust -
San Diego, CA

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Job Details

$78,000 - $114,000 a year

Benefits

Profit sharing
Paid training
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching

Qualifications

Financial sales
Customer relationship building
Credit risk assessment
Promoting bank products
Consumer lending analysis in risk and credit
Financial product expertise
Customer relationship management
Managing banking or lending client portfolios
Desktop applications
Productivity software

Full Job Description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a Private Banking Associate in San Diego, CA . This role is responsible for managing and growing a private banking portfolio by delivering tailored credit solutions, monitoring credit performance, and building strong, low‑risk client relationships through exceptional service and cross‑selling.

Essential Functions:
Responsible for managing and servicing a portfolio and/or generating and servicing a wide variety of private banking services, loans and developing strong, low risk relationships while maintaining quality customer service.
Functions as an account and relationship manager for new and existing clients.
May develop, generate and follow-up on new client leads through existing clients and referrals from other bank departments.
May monitor portfolio for past dues, documentation and collateral exceptions, financial performance updates, problem loans, loan concentrations and portfolio profitability, etc.
Calls on existing relationships to review portfolios and makes recommendations as needed.
Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.
Responsible for monitoring credit performance.
Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction.
May manage a small portfolio.
Cross sell other bank products. Other duties as assigned.

Qualifications:
Requires a bachelor's degree in banking, finance or a related field and 2+ year of banking services, credit analysis, portfolio management, credit associated lending processes and procedures or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Knowledge of banking services, lending, credit analysis, portfolio management preferable in a small business loan environment.
Ability to expand loans, client relationships, manage portfolios and cross-sell bank products.
Ability to interview applicants and be perceptive of character judgment.
Ability to structure loans and monitor credit performance.
Must have good interpersonal and communication skills.
Knowledge of banking products and procedures, small business credit structuring.
Strong sales, client product, and relationship management skills.
Working knowledge of software applications, including word processing and spreadsheets.

Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $78,000 - $114,000 annually depending on job-related factors such as level of experience.

Apply Now

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banking associate jobs in san diego ca

Private Banking Associate - San Diego, CA

Associate Banker

Loan Servicing Associate

Part Time (20 Hours) Associate Banker, Kearny Mesa Branch, San Diego, CA

Sales Associate

Part Time Associate Banker Southeast San Diego (30 Hours)

Associate Banker-Bilingual Chinese Preferred

Part Time Associate Banker Northern Coast San Diego (30 hours)

Ascent Private Banking Associate

Part Time Bilingual Sales Associate

Real Estate Associate Loan Originator, NE (San Diego)

Sales Associate

Recruitment Associate

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