Banking & Finance Jobs in the USA

Banks, credit unions, investment firms, insurance companies and accounting offices all hire for finance roles. Jobs range from branch positions and lending to accounting, analysis and compliance.

This page lists current banking and finance openings. The guide below explains common roles, licenses and what employers check before hiring.

🏦 Banks & Credit Unions📈 Analysis & Accounting📜 Licenses Explained🛡️ Scam Safety

Latest Banking & Finance Jobs

Openings from banks, lenders and finance employers.

Common Banking and Finance Roles

Entry points and career paths.

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Retail Banking

Tellers, personal bankers and branch staff who serve customers every day.

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Lending & Mortgage

Loan officers, processors and underwriters who review and approve loans.

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Accounting & Audit

Accountants, bookkeepers and auditors who keep financial records accurate.

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Financial Analysis

Financial, budget and credit analysts who study numbers and advise decisions.

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Investment & Wealth

Advisors and associates who help clients invest and plan.

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Risk & Compliance

Compliance, fraud and anti-money-laundering analysts.

Licenses and Credentials to Know

Requirements vary by role, state and employer.

  • Mortgage loan originators must be licensed through NMLS under federal law
  • Many securities roles require FINRA exams such as the SIE and Series 7, usually sponsored by the employer
  • A CPA license, issued by state boards, is needed for many public accounting roles
  • The CFA charter is valued in investment analysis
  • Certified Financial Planner (CFP) is common for financial planning roles
  • Bookkeeping certificates can help you qualify for entry-level accounting work

What Employers Check

Banking is a trust-based field.

Because staff handle money and sensitive customer data, many banking and finance employers run background checks. Some roles also review credit history. Be ready to provide a complete work history and references.

Accuracy, attention to detail and knowledge of rules matter as much as sales skills. Mention any experience with cash handling, customer service or record keeping.

Breaking Into Banking and Finance

A realistic path for beginners.

Start with an entry roleTeller, customer service representative or junior accounting clerk positions are common first steps.
Get comfortable with ExcelFormulas, pivot tables and basic reporting are used in almost every finance job.
Learn the basicsUnderstand financial statements and the compliance rules that apply to your area.
Pursue a credential when you know your pathChoose a license or certification that matches the role you want.
Apply on bank and credit union careers pagesMany financial institutions promote from within, so a first role can lead to others.

⚠️ Finance Job Scams

Never accept a job that asks you to receive money into your own bank account and forward it elsewhere. This is a common scam, and you can be held responsible for the losses.

Real banks do not charge fees to hire you or ask you to buy software. Always confirm the employer on its official website.

Frequently Asked Questions

Quick answers before you apply.

Do I need a degree to work in banking?

Many teller and branch roles ask for a high school diploma. Analyst, accounting and lending roles often prefer a degree in finance, accounting or business.

Is Excel required for finance jobs?

For most finance and accounting roles, yes. Strong Excel skills are one of the quickest ways to stand out.

What license do mortgage loan officers need?

Mortgage loan originators must be licensed through NMLS. Requirements vary by state.

Are there remote finance jobs?

Some, mainly in accounting, analysis and customer support. Branch roles are on-site.

What is the difference between a bank and a credit union job?

Banks are for-profit companies, while credit unions are member-owned. Day-to-day work can be similar, but culture, size and pay can differ.

Explore More

Related pages and guides.

Search All JobsPrivate Sector JobsResume Length GuideCareer Blog

Disclaimer: HirePath USA lists job opportunities for information only. We are not the employer and do not guarantee hiring. Always verify details with the employer.

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