Universal Direct Banker
About The Position
Critical customer-facing position and is the primary contact for selected clients. Demonstrates effective leadership and collaboration with team members and other departments, assisting colleagues with complex problem resolution including compliance issues. Communicate with customers by telephone to provide product and service information, troubleshoot and resolve customer issues Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems Describe products and services to customers in order to respond to customer questions and issues Learn and apply procedures; Comprehensive new job-related information in a timely manner and correctly; recalling and applying that information during customer calls/emails Answer secure and unsecure email and live chat inquiries by clarifying desired information; researching, locating and providing an accurate response
Responsibilities
- Communicate with customers by telephone to provide product and service information, troubleshoot and resolve customer issues
- Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems
- Describe products and services to customers in order to respond to customer questions and issues
- Learn and apply procedures; Comprehensive new job-related information in a timely manner and correctly; recalling and applying that information during customer calls/emails
- Answer secure and unsecure email and live chat inquiries by clarifying desired information; researching, locating and providing an accurate response
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
