Lead Operations Specialist, SBB

Axos Bank; San Diego (CA); On-site; USD 33,000 - 39,000; Full time

Job summary

Axos Bank seeks a Lead Operations Specialist to drive operational excellence in Small Business Banking, improving servicing workflows and key business initiatives. You will lead initiatives, train teams, and collaborate across departments to boost efficiency and client experience.

The role emphasizes process improvements, cross-functional teamwork, and ongoing project support within a dynamic bank environment.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• 3+ years in banking or financial services operations.
• Experience identifying process improvements and driving efficiency.
• Strong organizational and communication skills.

Responsibilities

• Lead and support operational initiatives that improve workflows and team efficiency.
• Identify, implement, and monitor process improvements to enhance client/employee experience.
• Serve as a subject matter resource for servicing activities and process enhancements.
• Train and onboard new team members on policies, procedures, systems and best practices.
• Partner cross-functionally with Relationship Managers, Operations and Compliance to resolve issues.
• Assist with operational reporting, documentation, QA reviews, and continuous improvement.
• Support departmental projects, system enhancements, testing, and new process implementations.

Skills

Process improvement

Banking operations

Cross-functional collaboration

Training and onboarding

Education

Bachelor's degree preferred

Job description

Axos Bank Target Range: $24.00/Hr. - $28.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

Axos is seeking a Lead Operations Specialist to support operational excellence within the Small Business Banking department by driving process improvements, enhancing servicing workflows, and contributing to key business initiatives that improve efficiency, scalability, and client experience.

Responsibilities

• Lead and support operational initiatives that improve workflows, servicing processes, and overall team efficiency.
• Identify, implement, and monitor process improvements to enhance the client and employee experience.
• Serve as a subject matter resource for servicing activities, operational procedures, and process enhancements.
• Train and onboard new team members on policies, procedures, systems, and best practices.
• Partner cross-functionally with Relationship Managers, Operations, Compliance, and other internal teams to resolve issues and support business initiatives.
• Assist with operational reporting, documentation, quality assurance reviews, and continuous improvement efforts.
• Support departmental projects, system enhancements, testing efforts, and implementation of new processes.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• 3+ years of experience in banking or financial services operations, servicing, processing, or support functions.
• Demonstrated experience identifying process improvement opportunities and driving operational efficiencies.
• Strong organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment and collaborate across departments.

Employee Benefits

• Medical, Dental, Vision, and Life Insurance.
• Paid Sick Leave.
• 3 weeks' Vacation, and Holidays (about 11 a year).
• HSA or FSA account and other voluntary benefits.
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan.
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading.

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos

Pre-Employment Background Check and Drug Test

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Additional

We're a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank - when the idea of banking online was almost unthinkable. Since then, we've evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.