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Banking Operations Associate Jobs in Raleigh, NC

Mortgage Wire Desk, II Analyst

Raleigh, NC · On-site

$24 - $33.65/hr

Banking operations experience a plus. * Experience with the Know Your Customer (KYC) Due Diligence ... Carrington Associates. For more information about Carrington Charitable Foundation, and the ...

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Banking Operations Associate information

See Raleigh, NC salary details

$10

$25

$51

How much do banking operations associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for banking operations associate in Raleigh, NC is $25.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $29.42 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 Raleigh, NC?

The most popular types of Banking Operations jobs in Raleigh, NC are:

What are popular job titles related to Banking Operations Associate jobs in Raleigh, NC?

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

What job categories do people searching Banking Operations Associate jobs in Raleigh, NC look for?

The top searched job categories for Banking Operations Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Banking Operations Associate jobs?

Cities near Raleigh, NC with the most Banking Operations Associate job openings:

Infographic showing various Banking Operations Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $53,061 per year, or $25.5 per hour.

Client Success Operations Associate

Raleigh, NC

Versana
Library and Information Services • 1 - 10 employees

Full-time

Re-posted 15 days ago


Job description

Client Success Operations Associate

Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information.

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana's new product launch. This includes driving execution across product demonstrations, client onboarding, account activation and maintaining high quality documentation to support the scale of Versana's new product.

Key Responsibilities:

  • Actively drive client participation and engagement to support a new Versana product launch.
  • Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.
  • Passionate about developing and implementing the ideal customer journey for a new product.
  • Provide direct client training to drive adoption of Versana's self-service technology solution.
  • Coordinate efforts with the Head of Product, Client Success with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation.
  • Provide ongoing support to new clients with training and manual processing of the new product's launch.
  • Address queries from Agents and Lenders around the new product's process and workflow, from loan and amendment documentation, system queries to process of the new product's capture.
  • Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existing processes.
  • Adhere to internal and external onboarding and new product related SLAs, where applicable.
  • Ensure that all operations comply with industry regulations, data security standards, and risk management protocols.

Must Haves:

  • 3 to 5 years of experience in the Syndicated Lending market with a sound understanding of products and processes for both the primary and secondary lifecycles, is highly desirable.
  • Prior experience with customer success in a start-up environment.
  • Strong problem solving and analytical thinking skills, with a willingness to dive into details.
  • Excellent communication and presentation skills.
  • Detailed knowledge of process planning.
  • Experience in customer facing role highly desirable.
  • Exposure to CRM platforms to track and follow up on customer requests.
  • Understanding of financial products (must have).
  • Comfortable engaging with personas at all levels at buy side and sell side firms.

Equal Opportunity Employer:

We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.