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Banking Operations Associate Jobs in Utah (NOW HIRING)

Diversify

Revenue Operations Associate

South Jordan, UT · On-site

$20/hr

... bank reconciliations. This is a fast-paced role that requires absolute attention to detail and ... Work closely with the Controller, Billing Manager, and Revenue Operations Manager to support ...

Diversify

Revenue Operations Associate

South Jordan, UT · On-site

$20/hr

... bank reconciliations. This is a fast-paced role that requires absolute attention to detail and ... Work closely with the Controller, Billing Manager, and Revenue Operations Manager to support ...

Bank of Utah

Banking Associate II

Sandy, UT · On-site

$18 - $23/hr

The Banking Associate II serves as a trusted advisor within the branch, performing all ... Understanding of bank operations, revenue, and risk fundamentals * Must be at least 18 years of age.

Carta

Treasury Associate

Sandy, UT · On-site

The Problems You'll Solve As a Treasury Associate, you'll be an integral part of Carta's Fund ... Treasury, banking operations, or payment processing, with an interest in growing into more ...

Carta

Treasury Associate

Sandy, UT · On-site

The Problems You'll Solve As a Treasury Associate, you'll be an integral part of Carta's Fund ... banking operations, or payment processing, with an interest in growing into more strategic or ...

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Banking Operations Associate information

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$48

How much do banking operations associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for banking operations associate in Utah is $23.89, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $27.60 per hour, depending on experience, location, and employer.

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 account reconciliations, fraud detection, and customer support to ensure smooth daily operations. Strong attention to detail and knowledge of banking procedures are essential for this role.

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.

Is banking operations a stressful job?

Banking operations associates often work in fast-paced environments that require attention to detail and adherence to strict regulations, which can lead to stress, especially during high-volume periods or when resolving complex issues. The role involves handling sensitive financial data and meeting deadlines, making organizational skills and stress management important. However, workload and stress levels can vary depending on the employer and specific responsibilities.

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 the most commonly searched types of Banking Operations jobs in Utah? The most popular types of Banking Operations jobs in Utah are:
What are popular job titles related to Banking Operations Associate jobs in Utah? For Banking Operations Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Banking Operations Associate jobs in Utah look for? The top searched job categories for Banking Operations Associate jobs in Utah are:
What cities in Utah are hiring for Banking Operations Associate jobs? Cities in Utah with the most Banking Operations Associate job openings:
Banking Operations Associate jobs near you
Infographic showing various Banking Operations Associate job openings in Utah as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $49,696 per year, or $23.9 per hour.

Sales Operations Associate - Internal Candidates Only

Capita Financial Network

Draper, UT • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Sales Operations Associate - Internal Candidates Only

Please note this is an internal position, we are only accepting candidates currently employed at Capita Financial Network.


Who we are:Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!


Job:Full-time, Monday - Friday, 9:00 am - 5:00 pm.

Location:Draper, UT


Position Summary:

The Sales Operations Associate plays a critical role in managing and optimizing Capita's inbound sales process. This individual will serve as the operational engine behind our client acquisition efforts, ensuring every prospective client receives a timely, organized, and professional experience.

Working closely with our advisors and marketing team, you'll manage inbound leads from multiple channels, coordinate outreach campaigns, qualify prospective clients, and help move opportunities efficiently through our sales pipeline. Whilethis is not a commissioned sales role, it is a highly impactful position that directly contributes to the firm's growth.


Responsibilities:

  • Manage and organize inbound leads from multiple sources including:
    • Website inquiries
    • Marketing Campaigns
    • Social media
    • Email
    • Phone calls
    • Referrals
  • Execute outreach campaigns to both warm and cold prospects through email, phone, and text.
  • Operate and manage sales sequences within our CRM.
  • Qualify and triage prospective clients to determine fit for Capita's advisory services.
  • Schedule introductory meetings with financial advisors.
  • Maintain accurate records and ensure CRM data integrity.
  • Track lead progress through the sales funnel and identify opportunities to improve conversion rates.
  • Coordinate with advisors to ensure smooth handoffs and exceptional prospect experience.
  • Take ownership of sales process optimization by identifying bottlenecks, recommending solutions, and helping implement improvements across the client acquisition pipeline.
  • Assist with reporting on lead activity, pipeline performance, and key sales metrics.



Qualifications:

Required

  • 1+ years of experience in sales, customer service, banking, financial services, insurance, or wealth management.
  • Exceptional organizational skills and attention to detail.
  • Ability to manage multiple priorities simultaneously.
  • Strong written and verbal communication skills.
  • Comfortable speaking with prospective clients by phone.
  • Professional, friendly, and service-oriented demeanor.
  • Experience using CRM software (Salesforce experience is a plus).
  • Ability to follow structured processes while identifying opportunities for improvement.
  • Strong problem-solving skills and initiative.


Preferred

  • Experience in financial services, banking, insurance, or wealth management.
  • Basic understanding of personal finance and investment concepts.
  • Experience executing outbound sales or marketing campaigns.
  • Familiarity with email automation and sales sequencing tools.


Ideal Candidate

You enjoy creating order from complexity and thrive in fast-paced environments. You're energized by helping people, naturally organized, and comfortable balancing administrative responsibilities with client communication. You understand that delivering a great client experience starts long before someone becomes a client.

This role is ideal for someone who enjoys operations, sales support, relationship management, and continuous process improvement.


What Success Looks Like

  • Every inbound lead receives prompt and professional follow-up.
  • Sales pipelines remain organized and up to date.
  • Qualified prospects are efficiently connected with advisors.
  • Advisors spend more time advising and less time managing administrative tasks.
  • Lead conversion processes become more efficient over time through continuous improvement.




Apply