The Role
The Digital Operations Associate I manages online account openings. Responsibilities include processing client applications, supporting onboarding tasks, and ensuring data accuracy while providing exceptional customer service.
Summary Generated by Built In
Position Summary: The Digital Operations Associate I plays a key role in facilitating the Consumer online account opening process. This position collaborates closely with Primary Care Associates (PCAs) and the Digital Operations Associate II to ensure a seamless and efficient onboarding experience. Responsibilities include managing applications, performing digital operations tasks, and delivering exceptional customer service.
Essential Functions
- Collaborate with Digital Operations Associate II to gather required documentation for underwriting and approval
- Maintain and update internal customer databases with accuracy and attention to detail
- Monitor and process incoming client applications promptly
- Complete onboarding tasks efficiently and within designated timelines
- Resolve Anchor incidents related to onboarding as needed
- Regular, reliable, and predictable attendance
Marginal Functions
- Adhere to established processes, procedures, and checklists to ensure high-quality service delivery
- Assist in manual account openings alongside Digital Operations Associate II
- Provide support to both customers and Digital Operations Associate II during the account opening process
- Build and maintain relationships to support potential business development opportunities
- Utilize internal tools and systems to ensure data consistency across customer resource management and loan/deposit origination platforms
- Work with Senior Leadership on strategic planning for an effective customer servicing apparatus in a growing financial services company
- Maintain favorable working relationships across business lines
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices
- All other duties as assigned
Minimum Educational & Experience Requirements
- Bachelor’s degree preferred but not required
- Prior banking experience preferred, especially in sales, lending, and consumer onboarding
Minimum Skill Requirements
- Familiarity with local market dynamics and industry trends
- In-depth knowledge of Panacea Financial products and services
- Strong interpersonal skills with the ability to engage effectively across all levels, including high-net-worth clients
- Commitment to confidentiality and customer service excellence
- Excellent organizational and time management abilities
- Professional communication skills, both written and verbal
Physical Demands
In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
- Continuous stationary position, particularly, but not limited to, at a desktop computer
- Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
- Continuous communication: verbal and written, in-person, phone and electronic
Work Environment
- Remote, with occasional travel to other locations
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.
Skills Required
- Bachelor's degree preferred but not required
- Prior banking experience preferred, especially in sales, lending, and consumer onboarding
- Strong interpersonal skills
- Excellent organizational and time management abilities
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The Company
What We Do
Primis is the first bank to get it right. We bring you the backing of a FDIC insured institution with the brains of a tech company—offering both security and ease; sophisticated offerings that are super simple to navigate. We break through all the fine print, wait times and red tape—bringing you services that actually serve and solutions that solve real problems. Some say they're doing things different, we say we're doing things right.
