Operations Specialist, SBB

Job Summary and Opportunity

We provide the financial advisor community with compelling products and services to compliment and enhance their business/mission. Working through a business to business distribution channel, we promote, educate, empower and incentivize our partners to leverage their relationship capital delivering new client relationships. In aggregate, these business clusters deliver significant client portfolios that are consistent with the Bank’s overall strategy. The Axos Premier business provides seamless private banking and deposit services to the mass affluent market, defined as consumers with a net worth between $1M --$3M. This market segment is currently underserved by the larger banks, who typically demand over $5M in investable assets for private banking services. The mass affluent demographic also fits well with a branchless banking model as they are typically made up of white collar professionals and business owners within an average age range between 35 55. Most own one or more homes, hold six months in cash reserves and have an income over $200,000. By offering personalized services through a dedicated relationship manager with lower fees and higher rates, Axos Premier will be well positioned to capture more of this market.

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

Requirements

• HS Diploma
• 1 year's experience in financial services in a support/processing capacity
• Exposure to working with businesses in a financial services environment
• Fundamental knowledge of banking regulations
• Work well in a fast-paced environment
• Work independently with little supervision
• Excellent organizational skills with strong attention to detail
• Ability to multi-task and prioritize projects
• Competency using MS Office Suite 

Axos Employee Benefits Include

• Compensation for this position includes a Semi-Annual Bonus 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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Salary : $19 - $3