Entry Level Banking Associate Jobs
New grad banking associate jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or hands-on coursework in finance can matter more than a long resume. Most openings are on-site roles across Investment & Asset Management, Banking & Financial Services, and Fintech, with employers like JPMorganChase, MUFG, and Piper Sandler hiring at this level now.
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INTRODUCTION
The Associate, Retail Banking plays an essential role in supporting the Bank's digital sales and customer onboarding operations. This position is responsible for reviewing and validating new account documentation, supporting digital banking sales processes, monitoring service quality, maintaining customer data integrity, and helping ensure an exceptional customer experience across digital and retail channels.
Working closely with sales teams, branch personnel, and digital banking partners, this role serves as a key operational resource that helps maintain accuracy, compliance, and efficiency throughout the customer onboarding journey. Based on the intake discussion, the primary focus of the role is ensuring new account documentation is complete, accurate, and compliant while providing day-to-day support to internal sales teams.
ROLE AND RESPONSIBILITIES
As a Associate, Retail Banking, you will:
- Review and validate documentation for newly opened accounts submitted through retail and digital channels.
- Ensure customer information is accurate, complete, and compliant with internal policies and procedures.
- Identify and correct documentation discrepancies, data entry errors, and account opening issues.
- Support end-of-day sales closing processes across deposit, commercial, credit products, and ACH-related activities.
- Generate, update, and maintain operational and production reports used by management and business teams.
- Coordinate sales documentation distribution using digital tools and electronic signature platforms.
- Monitor service quality and customer experience metrics, including First Call Resolution initiatives.
- Conduct quality reviews of sales transactions and provide recommendations for improvement.
- Support customer profiling, cross-selling initiatives, and customer retention efforts.
- Assist in maintaining the accuracy and integrity of customer information within core banking systems.
- Respond to inquiries from retail and digital banking sales teams regarding account opening documentation and processes.
- Recommend improvements to operational procedures, reporting, and customer experience processes.
- Participate in operational meetings, training sessions, and continuous improvement initiatives.
BASIC QUALIFICATIONS
- Bachelor's Degree in Business Administration, Marketing, Communications, Accounting, Management, Advertising, or a related field.
- Minimum of one (1) year of experience in sales support, customer service, banking operations, or financial services.
- Strong attention to detail with the ability to identify documentation and data discrepancies.
- Strong customer service orientation.
- Effective communication skills in Spanish and English.
- Ability to multitask and manage competing priorities.
- Basic understanding of banking products and services.
- Proficiency in Microsoft Excel, PowerPoint, and Microsoft Office applications.
- Strong organizational and analytical skills.
PREFERRED QUALIFICATIONS
- Experience reviewing account opening documents or onboarding transactions.
- Retail banking, branch banking, or digital banking experience.
- Experience supporting sales teams or customer onboarding functions.
- Knowledge of CRM systems and customer data management.
- Experience with DocuSign or similar digital workflow platforms.
- Quality assurance or audit experience in a service environment.
- Ability to train, coach, or guide internal business partners.
- Strong problem-solving and process improvement mindset.
WORK AUTHORIZATION & ELIGIBILITY:
- Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
- Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.
Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
Recruitment Privacy Statement
Compliance Posters
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INTRODUCTION
The Associate, Retail Banking plays an essential role in supporting the Bank's digital sales and customer onboarding operations. This position is responsible for reviewing and validating new account documentation, supporting digital banking sales processes, monitoring service quality, maintaining customer data integrity, and helping ensure an exceptional customer experience across digital and retail channels.
Working closely with sales teams, branch personnel, and digital banking partners, this role serves as a key operational resource that helps maintain accuracy, compliance, and efficiency throughout the customer onboarding journey. Based on the intake discussion, the primary focus of the role is ensuring new account documentation is complete, accurate, and compliant while providing day-to-day support to internal sales teams.
ROLE AND RESPONSIBILITIES
As a Associate, Retail Banking, you will:
- Review and validate documentation for newly opened accounts submitted through retail and digital channels.
- Ensure customer information is accurate, complete, and compliant with internal policies and procedures.
- Identify and correct documentation discrepancies, data entry errors, and account opening issues.
- Support end-of-day sales closing processes across deposit, commercial, credit products, and ACH-related activities.
- Generate, update, and maintain operational and production reports used by management and business teams.
- Coordinate sales documentation distribution using digital tools and electronic signature platforms.
- Monitor service quality and customer experience metrics, including First Call Resolution initiatives.
- Conduct quality reviews of sales transactions and provide recommendations for improvement.
- Support customer profiling, cross-selling initiatives, and customer retention efforts.
- Assist in maintaining the accuracy and integrity of customer information within core banking systems.
- Respond to inquiries from retail and digital banking sales teams regarding account opening documentation and processes.
- Recommend improvements to operational procedures, reporting, and customer experience processes.
- Participate in operational meetings, training sessions, and continuous improvement initiatives.
BASIC QUALIFICATIONS
- Bachelor's Degree in Business Administration, Marketing, Communications, Accounting, Management, Advertising, or a related field.
- Minimum of one (1) year of experience in sales support, customer service, banking operations, or financial services.
- Strong attention to detail with the ability to identify documentation and data discrepancies.
- Strong customer service orientation.
- Effective communication skills in Spanish and English.
- Ability to multitask and manage competing priorities.
- Basic understanding of banking products and services.
- Proficiency in Microsoft Excel, PowerPoint, and Microsoft Office applications.
- Strong organizational and analytical skills.
PREFERRED QUALIFICATIONS
- Experience reviewing account opening documents or onboarding transactions.
- Retail banking, branch banking, or digital banking experience.
- Experience supporting sales teams or customer onboarding functions.
- Knowledge of CRM systems and customer data management.
- Experience with DocuSign or similar digital workflow platforms.
- Quality assurance or audit experience in a service environment.
- Ability to train, coach, or guide internal business partners.
- Strong problem-solving and process improvement mindset.
WORK AUTHORIZATION & ELIGIBILITY:
- Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
- Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.
Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
Recruitment Privacy Statement
Compliance Posters
LI-Hybrid
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Who's Hiring
Top Industries Hiring
- Investment & Asset Management18
- Banking & Financial Services17
- Fintech6
- Accounting & Auditing1
- Staffing & Recruiting1
Entry Level Banking Associate Jobs: Frequently Asked Questions
How do I get an entry level banking associate job?
Start by building relevant experience through internships, finance coursework, or campus banking programs, since most entry level banking associate roles prioritize demonstrated interest over years on the job. A strong understanding of basic financial products, attention to detail, and clear communication skills give candidates an edge. Tailoring your resume to highlight any client-facing or analytical experience, even from school projects, strengthens your application at this stage.
Which companies hire entry level banking associates?
Companies hiring entry level banking associates right now include JPMorganChase, MUFG, and Piper Sandler, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a mix of large national banks, regional community banks, and credit unions that regularly bring on junior candidates through structured training programs.
Are there remote entry level banking associate jobs?
Yes, though most entry level banking associate roles are on-site, particularly those involving branch operations or in-person client service. About 29% of entry level banking associate openings are remote or hybrid as of November 2026, and those tend to concentrate in back-office, compliance support, or operations functions where daily branch presence is not required.
Are these new grad banking associate jobs?
Yes, many of these listings are new grad banking associate jobs that explicitly welcome recent graduates and junior candidates with little or no professional experience. A new-grad-friendly posting typically accepts zero to two years of experience and counts internships, part-time bank roles, or a finance-focused academic portfolio toward the requirement. Look for language like "training provided" or "no prior banking experience required" as clear signals.
Which industries hire the most entry level banking associates?
Entry Level banking associate roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive junior hiring because they maintain large customer-facing and back-office teams that rely on entry level associates to handle account servicing, loan processing, and daily transaction support.