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Banking Operations Associate Jobs in Cleveland, OH

Marsh Berry

Operations Associate

Woodmere, OH · On-site

We are seeking an Operations Associate to join our team. We have a people first, fast paced ... banking, consulting or financial services. * Advanced proficiency in Microsoft office, especially ...

Marsh Berry

Sales Operations Associate

Woodmere, OH · On-site

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... This resource will report into our Investment Banking & Consulting Director. Responsibilities:

Stifel

FI Int Rate Ops Support Analyst I

Cleveland, OH · On-site

... 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

FI Int Rate Ops Support Analyst I

Cleveland, OH · On-site

... 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

FI Int Rate Ops Support Analyst I

Cleveland, OH · On-site

... 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 ...

Northwest Bank

Summer Associate

Amherst, OH · On-site

... bank from unnecessary risk by following compliance, risk, and operational procedures • Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being ...

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All JobsBanking Operations Associate JobsBanking Operations Associate Jobs in Cleveland, OH

Banking Operations Associate information

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How much do banking operations associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for banking operations associate in Cleveland, OH is $25.46, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $29.38 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 Cleveland, OH?

The most popular types of Banking Operations jobs in Cleveland, OH are:

What are popular job titles related to Banking Operations Associate jobs in Cleveland, OH?

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

What job categories do people searching Banking Operations Associate jobs in Cleveland, OH look for?

The top searched job categories for Banking Operations Associate jobs in Cleveland, OH are:

What cities near Cleveland, OH are hiring for Banking Operations Associate jobs?

Cities near Cleveland, OH with the most Banking Operations Associate job openings:

Banking Operations Associate jobs near you
Infographic showing various Banking Operations Associate job openings in Cleveland, OH as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% 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 $52,958 per year, or $25.5 per hour.

Operations Associate

Marsh Berry

Woodmere, OH • On-site

Full-time

Re-posted 19 days ago

Job description

MarshBerry is growing! We are seeking an Operations Associate to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Job Details
Position Summary:
MarshBerry is currently seeking an Operations Associate based in our Beachwood, OH headquarters.
The Operations Associate supports the IBC team's operational, financial and strategic initiatives to help the IBC team achieve their goals. The Operations Associate will support the Director of Operations to drive continuous improvement and efficiency to all aspects of operations ensuring IBC services are delivered effectively and consistently. They will handle staffing and workload management to ensure projects are staffed effectively. They will work cross-functionally with the services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
Responsibilities:
  • Assist in implementing operational processes, tools, and workflows to improve efficiency and consistency across IBC services.
  • Manage project staffing, including tracking team capacity, making project assignments and maintaining visibility into project pipeline and workload distribution.
  • Communicate with project leads to ensure alignment on deadlines, priorities, and resource needs.
  • Maintain and continuously improve standard operating procedures, templates, and documentation.
  • Develop, maintain, and distribute recurring operational and performance reports (KPIs, utilization, pipeline, project status, etc.)
  • Build dashboards and reports to track progress against strategic and business plan goals.
  • Assist with budgeting, forecasting, and tracking of team financial performance.
  • Collaborate with Finance to ensure accurate data inputs, reporting, and alignment.
  • Support the execution of strategic initiatives and annual business plan priorities.
  • Track progress on key initiatives and prepare updates for leadership.
  • Assist in coordinating strategic planning activities (materials, timelines, data gathering).
  • Conduct research and analysis to support new initiatives and business opportunities.
  • Collaborate with services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
  • Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

Selection Criteria
Education & Experience:
  • Bachelor's degree in Business, Finance, Economics, or related field.
  • Additional Professional Designations or Certifications desired.
  • 2-5 years of experience within operations, preferably within investment banking, consulting or financial services.
  • Advanced proficiency in Microsoft office, especially Excel.

Other:
  • Strong analytical and problem-solving skills.
  • Excellent organizational skills with strong attention to detail.
  • Excellent project management; with analytical, organizational and problem-solving abilities.
  • Strong communication skills: both written and verbal with demonstrated creativity with regard to work.
  • Demonstrated industry business acumen; ability to grasp new business concepts and issues.
  • Ability to travel up to 25% of the time; includes overnight and limited weekend travel.
  • Ability to work flexible and/or extended hours as needed.

Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
  • Crain's Best Employers in Ohio
  • The Nation's Best and Brightest in Wellness
  • North Coast 99
  • Top Work Places - The Plain Dealer
  • Weatherhead 100
  • West Michigan's Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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