Operations Specialist, SBB

Axos Bank; San Diego (CA); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

Paid Sick Leave

Vacation (3 weeks)

Holidays

HSA or FSA account

401(k) Employer Match

529 Savings Plan

Employee Mortgage Loan Program

Self-Directed Trading account access

Job summary

Axos Bank in San Diego, CA is seeking a Small Business Banking support professional to help reach sales goals and service existing customers in a fast-paced environment. You will collect applications, coordinate with Relationship Managers, and perform due diligence to manage risk and ensure regulatory compliance.

The role also includes managing the inbound email inbox, handling service cases, and acting as a SME to drive process improvements within the team.

Qualifications

• HS Diploma and 1+ year experience in financial services in a support/processing capacity.

Responsibilities

• Collect and review new account applications and documentation required to determine if they are within risk tolerance.
• Partner with Relationship Managers and collaborate with internal partners to ensure exceptional client experience.
• Perform due diligence on new small business deposit account applications to assess risk and ensure compliance with BSA/AML regulations.
• Manage the external email inbox for Small Business Banking and respond or route to the Relationship Manager.
• Handle inbound customer service cases with timely responses and resolutions.
• Act as the Small Business Banking SME to lead process improvement initiatives.

Skills

Customer service experience

Education

HS Diploma

Job description

Axos Bank Target Range: $19.00 - $22.00 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

Work as part of a team to support in reaching sales goals as well as servicing existing customers in the dynamic and fast-paces Small Business Banking department.

Responsibilities

• Collect and review new account applications and documentation required to determine if they are within the Bank's risk tolerance guidelines and assign applications to Relationship Managers as appropriate.
• Partner with Relationship Managers and collaborate with internal partners to ensure exceptional client experience.
• Perform due diligence on new small business deposit account applications, to asses risk and ensure compliance with BSA/AML regulations.
• Manage the external email inbox for Small Business Banking and resolve/respond as needed and or assign the email to the Relationship Manager for the relationship.
• Manage inbound customer service cases and ensure a timely response as well as adequate resolution.
• Act as the Small Business Banking SME to make recommendations and lead procedural and process enhancement initiatives for the group.

Qualifications

• HS Diploma 1+year's experience in financial services in a support/processing capacity

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
• 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. IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish) 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.