Axos Bank
Universal Direct Banker at Axos Bank
Axos Bank is seeking a Universal Direct Banker. This is a critical customer‑facing position and is the primary contact for selected clients. The role demonstrates effective leadership and collaboration with team members and other departments, assisting colleagues with complex problem resolution including compliance issues.
Target Range $17.00/Hr – $19.00/Hr. Actual starting pay will vary based on geographic location, experience, skills, specialty, and education. This is a commission eligible role.
Responsibilities
Communicate with customers by telephone to provide product and service information, troubleshoot, and resolve customer issues.
Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
Describe products and services to customers in order to respond to customer questions and issues.
Lear and apply procedures; comprehensive new job‑related information in a timely manner and correctly; recalling and applying that information during customer calls/emails.
Answer secure and unsecure email and live chat inquiries by clarifying desired information; researching, locating and providing an accurate response.
Qualifications
HS Diploma.
Minimum 5+ years of client service experience in the financial services industry.
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 Savings 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.
Pre‑Employment Background Check 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.
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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Target Range $17.00/Hr – $19.00/Hr. Actual starting pay will vary based on geographic location, experience, skills, specialty, and education. This is a commission eligible role.
Responsibilities
Communicate with customers by telephone to provide product and service information, troubleshoot, and resolve customer issues.
Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
Describe products and services to customers in order to respond to customer questions and issues.
Lear and apply procedures; comprehensive new job‑related information in a timely manner and correctly; recalling and applying that information during customer calls/emails.
Answer secure and unsecure email and live chat inquiries by clarifying desired information; researching, locating and providing an accurate response.
Qualifications
HS Diploma.
Minimum 5+ years of client service experience in the financial services industry.
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 Savings 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.
Pre‑Employment Background Check 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.
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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