Digital Operations Associate I

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🕒 May 13

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Primis

WebsiteLinkedInAll Job Openings

501 - 1000 employees

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.

📋 Description

• 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 • 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

🎯 Requirements

• Bachelor’s degree preferred but not required • Prior banking experience preferred, especially in sales, lending, and consumer onboarding • 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

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off