Client Services Associate I

Axos Bank

Target Range:

$66,560.00/Yr. - $71,000.00/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

As a member of the Axos Commercial Banking team, the Client Services Associate I supports the Commercial Banking Servicing team in delivering excellent client service and managing operational support functions. This role provides front line and first point of contact support for client servicing, online banking requests, and exception processing. The Client Services Associate works under the direction of the Client Services Manager to support client satisfaction, quality standards, and ensures clients receive timely and accurate responses.

Responsibilities:

• Assist clients with calls, inquiries, and requests with professionalism and accuracy
• Perform client servicing activities including call handling, Salesforce case management, secure messaging, and client communications to ensure timely and accurate responses
• Manage and resolve client and operational issues, escalating complex or sensitive matters to the Client Services Manager as needed
• Maintain detailed and accurate documentation of client interactions and transactions for audit and compliance purposes
• Process exception items, deposit servicing requests, and account maintenance activities in compliance with policy, procedures, and regulatory requirements
• Assist with basic online banking client requests
• Maintain current knowledge of Commercial Banking products, services, policies, and procedures
• Identify process gaps and operational inefficiencies; escalate recommendations to management for continuous improvement

Qualifications:

• High School Diploma
• 1-3+ years of prior experience in Retail Banking, Commercial Banking, Business Banking, Treasury Management, client onboarding, or a similar role within a financial institution
• Understanding of banking products and services, particularly related to Commercial Banking
• Analytical skills with a keen eye for detail and accuracy
• Excellent interpersonal and communication skills to effectively collaborate with internal teams and build relationships with clients
• Ability to manage multiple priorities and work under time constraints in a fast-paced environment
• Proficiency in using relevant software and systems, including Treasury Management platforms and Microsoft Office suite

Axos Employee Benefits May Include:

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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)