Axos Bank

Target Range:

$18.00 - $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

The Small Business Banking Operations Specialist will play a crucial role in ensuring efficient and effective operations within our small business banking division. This position involves coordinating various operational tasks, sales support, helping clients via phone and email and collaborating with internal teams to enhance the overall customer experience.

Responsibilities:

Serve as one of the primary points of contact for small business clients, addressing inquiries, resolving issues, and providing guidance on banking products and servicesOversee day-to-day banking operations, ensuring compliance with regulatory requirements and internal policiesPrepare reports and certifications on operational performance, client feedback, and process improvements for management reviewWork closely with the sales and onboarding teams to facilitate new account processing and ensure a smooth experience for clientsMake outbound calls to our future customers, collecting supporting documentation to complete the onboarding processTake inbound calls from our existing and new customers to assist with servicing and/or sales questionsManage inbound customer service cases and ensure a timely response as well as adequate resolutionAssist in training new staff members on operational processes and client service standardsIdentify opportunities and lead procedural and process enhancement initiatives aimed at operational efficiency and enhanced client serviceParticipate in projects directed towards improving banking processes and technology adoptionTest new products/services for the business unit to identify issues/bugs before rollout datePerform due diligence on new small business deposit account applications, to assess risk and ensure compliance with BSA/AML regulationsProvide sales support to the Relationship Managers/Sales teamPartner with Relationship Managers and collaborate with internal partners to ensure exceptional client experienceOther duties as assigned time to time by your direct supervisor
 

Requirements:

1+ years’ experience in financial services in a support/processing capacityHigh School Diploma

Axos Employee Benefits May Include:

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.