Client Services Associate I

Axos Bank • San Diego, CA

1d

About The Position

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. 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). 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 ways to solve them.

Requirements

• 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

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

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 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED