Digital Operations Associate I

Primis Bank•,

3d•Remote

About The Position

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.

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
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

Nice To Haves

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

Responsibilities

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