Customer Service Representative - job 1 of 2

Job Summary and Opportunity:

Axos Bank is hiring a Direct Banker to help assist in customer service for our consumer deposit clients.

This is a full-time role that sits in our San Diego, CA office.

Responsibilities:

Answer high volume of calls, emails and live chats
Investigate and clarify customer requests, research and explore alternative solutions to ensure a successful resolution, appropriately close and disposition interactions
Maintain or exceed established standards for customer service, and resolve issues; escalate complex issues as necessary
Gain deep knowledge and expertise within the banking industry, understand and apply appropriate procedures and regulations while maintaining complete confidentiality.
Build strong relationships with current and prospective customers, in person and over the phone, upsell and cross-sell when appropriate
Suggest and Pioneer new processes and resources to make support workflows more efficient
Regular and punctual attendance is an absolute requirement

Requirements:

High school diploma or equivalent
6+ months' retail banking and/or call center
Knowledge in banking regulation and compliance but not limited to the following: Regulation CC, Bank Secrecy Act (BSA), USA PATRIOT Act, Anti-Money Laundering (AML)
Punctual, with outstanding work ethics
Outgoing and energetic personality
Excellent written communicator
Possess excellent keyboard skills and etiquette
Quickly and accurately perform multiple tasks
Ability to react effectively and calmly in escalated situations
Exceptional listening, questioning and call control techniques
Maintain customer confidentiality
Sound and thorough knowledge related to products and services
Ability to work in a high volume work center

Axos Employee Benefits Include:

Compensation for this position includes a Comission Plan
3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
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 Self-Directed Trading

APPLY DIRECTLY FOR CONSIDERATION:

Born digital, Axos Bank has reinvented the banking model and grown to over $18.7 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here!

Pre-Employment 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 Bank 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.

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#AxosBank

By Axos Bank

We challenge the status quo by liberating you from the constraints of traditional banking. With technology-driven financial services that evolve to meet your needs, we help you stay ahead in life and business.

FUNDING

INDUSTRY

TEAM SIZE

LOCATION

Hybrid, based in San Diego, CA

DATE POSTED

July 25, 2023