2 Commercial Client Specialist Jobs in CA, CA
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Axos Bank is Hiring a Commercial Client Specialist Near CA, CA
Are you someone that enjoys problem solving and putting customers first? We are looking for candidates who wish to gain financial expertise while growing professionally within the Commercial Lending space.
Our Customer Success Representatives will assist clients with navigating our new Commercial Portal, provide a broad range of servicing needs and managing general customer service requests.
You will partner with leadership and other teams to ensure we are providing the best possible service to all customers.
Responsibilities
- Support customers and resolve inquiries via portal requests, phone, and email cases
- Investigate and research to clarify customer requests, explore alternative solutions to ensure a successful resolution, appropriately close and disposition interactions
- Maintain or exceed established service level standards for customer service, resolve issues and escalate complex issues as needed
- Gain deep knowledge and expertise within the financial industry, understand and apply appropriate procedures and regulations while maintaining customer confidentiality.
- Collaborate with your team and leadership to suggest new processes and tools to make support workflows more efficient
- Take ownership of each customer interaction while treating customers with respect and responding with empathy
Requirements
- High school diploma or equivalent
- 6 months of customer success and problem-solving experience in a call center environment
- Punctual attendance, with outstanding work ethics
- Knowledge of Windows, Microsoft Office applications and Internet browsers
Preferred :
- Financial industry experience within Commercial or Consumer Lending / Banking
- Familiarity with Salesforce CRM and related ecosystem
Job Summary
Full Time
Lending & Credit
$44k-56k (estimate)
03/11/2024
04/10/2024
axosbank.com
SAN DIEGO, CA
100 - 200
2000
GREG GARRABANTS
$500M - $1B
Lending & Credit
Related Companies
About Axos Bank
Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide. Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it. Our mission is summed up in two words: Banking Evolved. Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition. Banking ...Evolved means continuously innovating and excelling in the following areas: The incubation, creation and deployment of new businesses and tools that best serve our customers; The evolution, optimization, delivery, distribution and marketing of our products; The harnessing of data and technology to manage our business most effectively and efficiently; and The development and engagement of our team members. To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business. As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements. As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability. Member FDIC | NMLS #524995
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