Client Services Associate I
Axos Bank, Irvine, CA, United States
Target Range: $66,560.00 per year - $71,000.00 per year. Actual starting pay will vary based on factors including 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
As a member of the Axos Commercial Banking team, the Client Services Associate I supports the Commercial Banking Servicing team in delivering excellent client service and managing operational support functions. This role provides front line and first point of contact support for client servicing, online banking requests, and exception processing. The Client Services Associate works under the direction of the Client Services Manager to support client satisfaction, quality standards, and ensures clients receive timely and accurate responses.
Responsibilities
Assist clients with calls, inquiries, and requests with professionalism and accuracy
Perform client servicing activities including call handling, Salesforce case management, secure messaging, and client communications to ensure timely and accurate responses
Manage and resolve client and operational issues, escalating complex or sensitive matters to the Client Services Manager as needed
Maintain detailed and accurate documentation of client interactions and transactions for audit and compliance purposes
Process exception items, deposit servicing requests, and account maintenance activities in compliance with policy, procedures, and regulatory requirements
Assist with basic online banking client requests
Maintain current knowledge of Commercial Banking products, services, policies, and procedures
Identify process gaps and operational inefficiencies; elevate recommendations to management for continuous improvement
Qualifications
High School Diploma
1-3+ years of prior experience in Retail Banking, Commercial Banking, Business Banking, Treasury Management, client onboarding, or a similar role within a financial institution
Understanding of banking products and services, particularly related to Commercial Banking
Analytical skills with a keen eye for detail and accuracy
Excellent interpersonal and communication skills to effectively collaborate with internal teams and build relationships with clients
Ability to manage multiple priorities and work under time constraints in a fast-paced environment
Proficiency in using relevant software and systems, including Treasury Management platforms and Microsoft Office suite
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
Background Check & 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.
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About This Job
As a member of the Axos Commercial Banking team, the Client Services Associate I supports the Commercial Banking Servicing team in delivering excellent client service and managing operational support functions. This role provides front line and first point of contact support for client servicing, online banking requests, and exception processing. The Client Services Associate works under the direction of the Client Services Manager to support client satisfaction, quality standards, and ensures clients receive timely and accurate responses.
Responsibilities
Assist clients with calls, inquiries, and requests with professionalism and accuracy
Perform client servicing activities including call handling, Salesforce case management, secure messaging, and client communications to ensure timely and accurate responses
Manage and resolve client and operational issues, escalating complex or sensitive matters to the Client Services Manager as needed
Maintain detailed and accurate documentation of client interactions and transactions for audit and compliance purposes
Process exception items, deposit servicing requests, and account maintenance activities in compliance with policy, procedures, and regulatory requirements
Assist with basic online banking client requests
Maintain current knowledge of Commercial Banking products, services, policies, and procedures
Identify process gaps and operational inefficiencies; elevate recommendations to management for continuous improvement
Qualifications
High School Diploma
1-3+ years of prior experience in Retail Banking, Commercial Banking, Business Banking, Treasury Management, client onboarding, or a similar role within a financial institution
Understanding of banking products and services, particularly related to Commercial Banking
Analytical skills with a keen eye for detail and accuracy
Excellent interpersonal and communication skills to effectively collaborate with internal teams and build relationships with clients
Ability to manage multiple priorities and work under time constraints in a fast-paced environment
Proficiency in using relevant software and systems, including Treasury Management platforms and Microsoft Office suite
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
Background Check & 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.
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