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Specialty Markets Client Services Associate
Axos Bank Los Angeles, CA
$53k-71k (estimate)
Full Time | Lending & Credit 1 Month Ago
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Axos Bank is Hiring a Specialty Markets Client Services Associate Near Los Angeles, CA

Axos Bank Target Range: $66,560.00/Yr. - $85,000.00/Yr. 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 This role will provide direct client support in the areas of Treasury Management and Commercial Banking operations. As a key liaison between clients and internal teams, this role will play a pivotal role in ensuring the satisfaction and success of our clients within the Specialty Markets vertical Responsibilities: Act as the primary point of contact for a portfolio of Specialty Market clients, establishing strong relationships and understanding their unique needs Provide comprehensive Treasury Management and Commercial Banking client support, address inquiries, troubleshoot issues, and offer timely solutions Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity Articulate features and benefits to ensure customer understanding and proper use of services Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution Stay updated on industry trends, regulations, and best practices related to specialty markets, ensuring clients are well-informed and compliant Monitor client satisfaction and gather feedback to drive continuous improvement in our services Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of client services processes Requirements: High school diploma 1 year's experience in Client Services, Treasury Management, and Commercial Banking Operations within the Specialty Markets segment preferred Strong understanding of financial products, Treasury Management solutions, and Commercial Banking practices Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships Problem-solving mindset with a proactive approach to identifying and addressing client needs Ability to manage multiple priorities, work under pressure, and meet deadlines Preferred: Bachelor's degree 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. We’re a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank – when the idea of banking online was almost unthinkable. Since then, we’ve evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative always to solve them.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$53k-71k (estimate)

POST DATE

05/18/2024

EXPIRATION DATE

07/15/2024

WEBSITE

axosbank.com

HEADQUARTERS

SAN DIEGO, CA

SIZE

100 - 200

FOUNDED

2000

CEO

GREG GARRABANTS

REVENUE

$500M - $1B

INDUSTRY

Lending & Credit

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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 More
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