Onboarding Operations Analyst

About Bluevine

Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we’re empowering entrepreneurs to grow with confidence.

Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we’ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.

At Bluevine, you’ll be part of a collaborative, fast-paced team that’s reshaping the future of banking. Ready to make an impact?

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.

Summary Objective
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).

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