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Banking Operations Associate Jobs in Oregon (NOW HIRING)

US Bank

PWM Private Banking Analyst

Portland, OR ยท On-site

$81K - $95K/yr

... to become an Associate Advisor. On the Job Training will focus on teaching the Analyst the ... operations/policies and U.S. Bank products and services - Effective interpersonal, verbal and ...

U.S. Bank

PWM Private Banking Analyst

Portland, OR ยท On-site

$82 - $96/hr

... to become an Associate Advisor. On the Job Training will focus on teaching the Analyst the ... Basic knowledge of departmental operations/policies and U.S. Bank products and services * Effective ...

HERITAGE BANK

Relationship Banking Assistant

Eugene, OR ยท On-site

$23.69 - $29.61/hr

Provides operational support, client relationship tracking, processes paperwork, and assembles and ... Associate's Degree Business, Marketing, Sales, Finance or relevant discipline preferred. * 1+ year ...

Climate First Bank

Core Systems Specialist

OR ยท On-site +1

... Associates ecosystem. * Work closely with IT, Operations, Compliance, and other departments to ... Banking & Fintech Acumen - You possess a strong understanding of banking operations, compliance ...

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Banking Operations Associate information

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How much do banking operations associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for banking operations associate in Oregon is $27.75, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $32.02 per hour, depending on experience, location, and employer.

What is a banking operations associate?

Banking Operations Associates are professionals who support the daily functions of a bank by processing transactions, ensuring regulatory compliance, and maintaining accurate records. They handle tasks such as account management, reconciliations, data entry, and assisting with audits. Their role is crucial in ensuring efficient and secure banking operations, as they work closely with other departments to resolve issues and improve processes. Banking Operations Associates play a key part in maintaining the integrity and reliability of financial services.

What are the key skills and qualifications needed to thrive as a banking operations associate?

A Banking Operations Associate needs strong analytical abilities, attention to detail, and a solid understanding of banking procedures, often supported by a degree in finance, business, or a related field. Familiarity with banking software, transaction processing systems, and compliance tools is typically required, along with knowledge of industry regulations. Excellent organizational skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies ensure accurate transaction management, regulatory compliance, and efficient support of daily banking operations.

What are some common challenges faced by banking operations associates, and how can they be effectively managed?

Banking Operations Associates often encounter challenges such as managing high transaction volumes, adhering to strict regulatory requirements, and coordinating across multiple departments to resolve discrepancies. Effective time management, attention to detail, and strong communication skills are essential to navigate these challenges. Additionally, staying updated on compliance policies and leveraging internal resources for support can help associates maintain accuracy and efficiency in a fast-paced environment.

What does a banking operations associate do at a bank?

A banking 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 verifying deposits, resolving account issues, and supporting daily banking functions to ensure smooth operations.

What are the most commonly searched types of Banking Operations jobs in Oregon?

The most popular types of Banking Operations jobs in Oregon are:

What are popular job titles related to Banking Operations Associate jobs in Oregon?

For Banking Operations Associate jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Banking Operations Associate jobs in Oregon look for?

The top searched job categories for Banking Operations Associate jobs in Oregon are:

What cities in Oregon are hiring for Banking Operations Associate jobs?

Cities in Oregon with the most Banking Operations Associate job openings:

Banking Operations Associate jobs near you
Infographic showing various Banking Operations Associate job openings in Oregon as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $57,716 per year, or $27.7 per hour.

Investment Operations Associate (wealth management)

The Vested Network

Portland, OR โ€ข On-site

$55K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Position Title:                   Investment Operations Associate

Position:                             Onsite - Portland Office

Employment Type:         Full Time

Hours:                                Monday-Friday; 8am-5pm PST


The Opportunity: As an Investment Operations Associate at Cascadia Wealth Advisors, youโ€™ll play a hands-on role executing trades across client portfolios while supporting a high-quality client experience. This position blends trading responsibilities with core client service tasks, including onboarding, account maintenance, and money movement. Youโ€™ll work closely with Advisors and the client service team to ensure all activity is accurate, timely, and aligned with client goals.


About Us: Cascadia Wealth Advisors was founded with a deep-rooted passion for community and empowering individuals to achieve their financial aspirations. Based in Portland, Oregon, we are dedicated to delivering personalized service, fostering genuine relationships, and providing meaningful financial guidance. Our team takes pride in supporting and recognizing outstanding members who contribute to our growing enterprise.


Key Responsibilities:

  • Execute trades across portfolios (mutual funds, ETFs, individual securities, alternatives) ensuring all trades are accurate, timely, and aligned with client portfolios and firm strategy
  • Facilitate the onboarding of investment clients by coordinating the new account opening process from beginning to end, including the collection of necessary documentation, and liaising with broker dealer, Wealth Advisors, and clients to ensure accurate setup of investment accounts.
  • Assist with client service items like beneficiary distributions and settling estates.
  • Handle routine maintenance like name or address changes and bank authorizations.
  • Execute money movement and asset transfers as directed including client deposits, rollovers, withdrawals, and internal transfers while adhering to regulatory requirements and internal policies, utilizing security trading platforms such as Pershing (NetX360) and National Financial (Wealthscape).
  • Monitor asset transfers and ensure completion
  • Maintain client information and notes in Redtail (CRM).
  • Contribute to the development and enhancement of operational processes and procedures.
  • Other duties as assigned.


Qualifications:

  • Minimum of 2 years of trading, operations, financial planning, client service, or related experience in wealth management.
  • Familiarity with security trading platforms such as Pershing and National Financial preferred 
  • Familiarity with RedTail and Right Capital is a plus.
  • FINRA Series 7 preferred but not required
  • Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
  • Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
  • Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
  • Strong work ethic, punctuality, dependability, and professionalism
  • Collaboration skills and the ability to thrive in a team-oriented culture.
  • Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
  • Outstanding interpersonal, written, phone, and email communication skills.


Compensation: $55,000-$85,000


๏ปฟPosition Details:

  • Benefit Eligible: Group health, vision dental plans, 401k retirement with employer contribution, Paid vacation, sick, and holiday hours
  • Opportunities for professional growth and development
  • A supportive and inclusive work environment where your contributions are valued.

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