Universal Direct Banker
About The Position
This is a critical customer-facing position and is the primary contact for selected clients. The role demonstrates effective leadership and collaboration with team members and other departments, assisting colleagues with complex problem resolution including compliance issues. The Universal Direct Banker will communicate with customers by telephone to provide product and service information, troubleshoot and resolve customer issues. They will resolve problems by clarifying issues, researching and exploring answers and alternative solutions, implementing solutions, and escalating unresolved problems. The role involves describing products and services to customers to respond to customer questions and issues, learning and applying procedures, and comprehensively acquiring new job-related information in a timely and correct manner, recalling and applying that information during customer calls/emails. Additionally, the Universal Direct Banker will answer secure and unsecure email and live chat inquiries by clarifying desired information, researching, locating, and providing an accurate response.
Requirements
- Credit check
- Criminal background check
- Pre-employment drug screening (includes screening for marijuana)
- Ability to sit for extended periods of time
- Manual dexterity and coordination while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
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
- 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
No Education Listed
