Onboarding Operation Associate

About Bluevine

Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best.

Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed.

We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next?

This is a hybrid role. At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline.

ABOUT THE ROLE:

As an Onboarding Operations Associate at BlueVine, you will be scaling our operations and ensuring that our company is prepared to successfully navigate the unexpected. This person will oversee the gathering and analyzing of data to verify the identity of Know your Customer (KYC) and Know your business (KYB) for the Risk Onboarding Team.

WHAT YOU'LL DO:

• Provide support for daily onboarding operations, ensuring 100% accuracy
• Research and resolve client inquiries related to existing accounts and current onboarding applications on behalf of the CS Management team in a timely manner
• Support with Onboarding/ Existing Client queues 
• Assist with Onboarding automation efforts
• Conduct KYB and KYC on all applicants within the required SLAs
• Support with application processing and improve procedures
• Assist with back-office systems to process and update procedures 
• Limit exposure by ensuring zero defects in our client agreements and supporting documentation
• Seek out opportunities to automate or simplify complex processes
• Leverage inter-departmental relationships to deliver elegant solutions that create operational synergies
• Conduct regular reviews of onboarding procedures to ensure they remain up to date and effective
•  

WHAT WE LOOK FOR:

• 1+ years of operational or analytical experience
• Bachelor’s degree in Business Administration, Finance, Economics, Accounting
• Detail-oriented and puts a high value on accuracy
• Proficiently uses Excel to create spreadsheets, models, and reports
• Strong problem-solving skills
• Excellent communication skills (oral & written).

EXPERIENCE DESIRED

• Banking or Fintech experience is a plus.

EDUCATION/TRAINING REQUIRED:

• B. Com / BBA (M. Com / MBA is optional)

Benefits & Perks

• Excellent group health coverage and life insurance
• Stock options
• Hybrid work model
• Meal allowance
• Transportation assistance (terms and conditions apply)
• Generous paid time off plan, Holidays
• Company-sponsored mental health benefits
• Financial advisory services for both short- and long-term goals
• Learning and development opportunities to support career growth
• Community-based volunteering opportunities