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Banking Operations Associate Jobs in Verona, WI (NOW HIRING)

Capitol Bank

Accounting Associate

Madison, WI · On-site

Budgeting - Assist in the development of the Bank and Bank Holding Company's budget.Accounts ... support efficient business operations and decision-making.Financial Expertise & Control ...

Capitol Bank

Accounting Associate

Madison, WI · On-site

Budgeting - Assist in the development of the Bank and Bank Holding Company's budget. * Accounts ... support efficient business operations and decision-making. * Financial Expertise & Control ...

Capitol Bank

Accounting Associate

Madison, WI

Budgeting - Assist in the development of the Bank and Bank Holding Company's budget. * Accounts ... support efficient business operations and decision-making. * Financial Expertise & Control ...

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All JobsBanking Operations Associate JobsBanking Operations Associate Jobs in Verona, WI

Banking Operations Associate information

See Verona, WI salary details

$11

$26

$54

How much do banking operations associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for banking operations associate in Verona, WI is $26.84, according to ZipRecruiter salary data. Most workers in this role earn between $18.17 and $30.96 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 cities near Verona, WI are hiring for Banking Operations Associate jobs?

Cities near Verona, WI with the most Banking Operations Associate job openings:

Banking Operations Associate jobs near you
Infographic showing various Banking Operations Associate job openings in Verona, WI as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $55,822 per year, or $26.8 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Madison, WI • On-site

$28.03/hr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago

Job description


Client Services Associate I - Wealth Management Department
ID
2026-6133
Location : City
53705
Category
Financial Consultant
FTE
1.0
Schedule
Monday-Friday 8:30am-5:00pm
Salary Grade
7
Min
USD $25.46/Hr.
Mid
USD $28.03/Hr.
Additional Locations
US-WI-Madison | US-WI-Sun Prairie
Overview

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!

Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.

Responsibilities

A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

    Start the day off preparing the office for appointments for the Advisors.
  • Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
  • Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
  • Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
  • Interact with members in-person and over the phone to review their account status, answer questions and collect information.
  • Continuously organize and regroup from priority interruptions while completing daily routine tasks.
  • Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
  • Make outbound calls regarding various client situations and routine tasks.
  • Work with multiple Financial Advisors to support sales functions.

Qualifications

What You'll Need to Succeed

  • Associate's degree in buisness, finance or related field required or equivalent work experience.
  • 1+ year of experience in financial services, bank operations and/or client services.
  • 1+ years of customer service experience preferred.
  • High level of problem-solving skills
  • Demonstrated experience with inbound and outbound customer/member calls
  • Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
  • Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
    • WI Insurance Life & Health License
    • Securities Industry Essentials (SIE)
    • FINRA Series 7
    • FINRA Series 66

Working at UW Credit Union

Why work for UW Credit Union?

Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

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