ZipRecruiter

Log In

1

Bank Operations Associate Jobs in Germantown, WI

Heckmann Financial

Operations Associate

Delafield, WI · On-site

The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a ... banking changes, loan inquiries, etc.)| · Manage workflow across CRM tasks, emails, calls, and ...

CivicMinds, Inc.

Personal Banking Manager

Waukesha, WI · On-site

Three years of bank operations and customer contact experience * Prior People Management Experience Is Preferred. * Associate Or bachelor's degree in business or another related field is preferred.

FIS

Securities Operations Associate I

Milwaukee, WI

... Operations Analyst). Performs quality control on new and existing loans using internal reports and ... Banking or financial industry experience * Experience working with basic technical issues in a ...

Associated Bank

Bank Manager

New Berlin, WI · On-site

You'll oversee daily branch operations, drive sales and service goals, and develop lasting ... Associate degree or equivalent combination of education and experience * 2+ years of demonstrated ...

US Bank

Client Operations

Milwaukee, WI

$111K - $131K/yr

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

U.S. Bank

Client Operations

Milwaukee, WI · On-site

$111K - $131K/yr

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

Associatedbank

Bank Manager

New Berlin, WI · On-site

You'll oversee daily branch operations, drive sales and service goals, and develop lasting ... Associate degree or equivalent combination of education and experience * 2+ years of demonstrated ...

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

Bank of Montreal

Associate Banker

Wauwatosa, WI · On-site

... bank with BMO. * As a lobby leader, assists in conducting client conversations about banking ... Supports operational activities (e.g. inventory management, escalated service requests, following ...

Bank of Montreal

Associate Banker

Milwaukee, WI · On-site

... bank with BMO. * As a lobby leader, assists in conducting client conversations about banking ... Supports operational activities (e.g. inventory management, escalated service requests, following ...

Bank of Montreal

Associate Banker

Milwaukee, WI · On-site

... bank with BMO. * As a lobby leader, assists in conducting client conversations about banking ... Supports operational activities (e.g. inventory management, escalated service requests, following ...

Bank of Montreal

Associate Banker

Milwaukee, WI · On-site

... bank with BMO. * As a lobby leader, assists in conducting client conversations about banking ... Supports operational activities (e.g. inventory management, escalated service requests, following ...

next page

Showing results 1-20

All JobsBank Operations Associate JobsBank Operations Associate Jobs in Germantown, WI

Bank Operations Associate information

See Germantown, WI salary details

$11

$26

$54

How much do bank operations associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for bank operations associate in Germantown, WI is $26.70, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $30.82 per hour, depending on experience, location, and employer.

What does a bank operations associate do at a bank?

A bank operations associate is responsible for processing transactions, maintaining account records, and ensuring compliance with banking policies. They often use banking software and may handle tasks such as deposits, withdrawals, and account reconciliations to support smooth bank functions.

What is the difference between Bank Operations Associate vs Bank Teller?

AspectBank Operations AssociateBank Teller
Primary RoleSupports back-office banking functions, processes transactions, manages accounts, and ensures complianceHandles customer transactions, deposits, withdrawals, and provides basic banking services
Required SkillsAttention to detail, knowledge of banking procedures, data entry, and complianceCustomer service, cash handling, communication skills
Work EnvironmentOffice setting, back-end operationsBranch front-line customer service
CertificationsTypically no specific certifications required, but familiarity with banking software is commonUsually no certifications required

While both roles are essential in banking, Bank Operations Associates focus on back-office processes and compliance, whereas Bank Tellers interact directly with customers. Understanding these differences helps job seekers identify the right career path within banking operations.

Is bank operations a good career path?

Bank operations is a stable career that involves managing daily banking activities, processing transactions, and ensuring compliance. It often requires attention to detail, knowledge of banking software, and can offer opportunities for advancement within financial institutions.

What cities near Germantown, WI are hiring for Bank Operations Associate jobs?

Cities near Germantown, WI with the most Bank Operations Associate job openings:

Bank Operations Associate jobs near you

Operations Associate

Heckmann Financial

Delafield, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Adam Goetzka's growing financial planning and wealth management practice that puts clients first and delivers comprehensive financial planning solutions. We're seeking a detail-oriented Operations Associate to help support our Wealth Management Team and enhance the overall client experience.


Role Overview:

  • The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. This position requires accuracy, organization, and a proactive mindset.


Key Responsibilities:

· Prepare and process paperwork for insurance, investment, and advisory accounts

· Handle client service requests (address updates, banking changes, loan inquiries, etc.)|

· Manage workflow across CRM tasks, emails, calls, and incoming requests

· Coordinate medical/paramedical exams and underwriting requirements

· Monitor case progress and follow up on outstanding items

· Maintain accurate client records across systems

· Follow up with clients on documentation, payments, and scheduling meetings

· Process returned documents (contracts, applications, transfers)

· Support internal operations projects and team initiatives

· Build strong knowledge of firm services, philosophy, and solutions


What We're Looking For:

· Strong customer service and administrative skills

· Excellent communication and a positive, "can-do" attitude

· High attention to detail and strong organizational ability

· Analytical thinking and problem-solving skills

· Ability to manage multiple priorities and meet deadlines

· Willingness to learn and grow within the role


Qualifications:

· Insurance or financial services experience (preferred)

· Health & Life license, or ability to obtain within 6 months

· Commitment to ongoing professional development and licensing


Benefits:

· Dental insurance

· Health insurance

· Vision insurance

· Simple IRA matching

· Paid time off


Values:


  • Hungry

Demonstrates a strong drive to achieve meaningful results through initiative, persistence, and a commitment to continuous growth. A hungry individual embraces challenges, proactively seeks opportunities, and consistently strives to exceed expectations while maintaining a client-first mindset.


  • Humble

Approaches every interaction with respect, self-awareness, and a willingness to learn. Humble team members value collaboration, welcome feedback, celebrate the success of others, and prioritize the team’s accomplishments over individual recognition.


  • Smart

Exhibits sound judgment, emotional intelligence, and the ability to communicate effectively. Being smart means understanding people, asking thoughtful questions, solving problems strategically, and building strong relationships with clients, advisors, and colleagues.


  • Accountable

Take ownership of responsibilities, follows through on commitments, and delivers on promises with integrity. Accountable individuals accept responsibility for both successes and challenges, maintain high standards, and consistently act in the best interest of clients and the organization.



Growth:


  • With success and time could move into a Director of Operations and/or COO


Apply