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 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). Learn more about working at Axos 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.
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
Number of Employees
1,001-5,000 employees
