Digital Operations Associate I

Job description

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...