Operations Specialist, SBB

About the role

Axos Bank

Target Range: $19.00 - $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

Work as part of a team to support in reaching sales goals as well as servicing existing customers in the dynamic and fast-paces Small Business Banking department.

Responsibilities

• Collect and review new account applications and documentation required to determine if they are within the Bank's risk tolerance guidelines and assign applications to Relationship Managers as appropriate. Partner with Relationship Managers and collaborate with internal partners to ensure exceptional client experience.
• Perform due diligence on new small business deposit account applications, to asses risk and ensure compliance with BSA/AML regulations.
• Manage the external email inbox for Small Business Banking and resolve/respond as needed and or assign the email to the Relationship Manager for the relationship. Manage inbound customer service cases and ensure a timely response as well as adequate resolution.
• Act as the Small Business Banking SME to make recommendations and lead procedural and process enhancement initiatives for the group.

Qualifications

• HS Diploma
• 1+year's experience in financial services in a support/processing capacity

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

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.

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.