Client Services Associate I
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.
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
- Holidays (about 11 a year)
- HSA or FSA account
- other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program
- 529 Savings Plan
- Employee Mortgage Loan Program
- free access to an Axos Bank Account with Self-Directed Trading
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
