Operations Specialist, SBB

Axos Bank • San Diego, CA

3d • $19 - $22 • Onsite

About The Position

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.

Requirements

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

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.

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: Mid Level
• Education Level: High school or GED