Operations Specialist, SBB

About the role

Work as part of a team to support in reaching sales goals as well as servicing existing customers in the dynamic and fast-paced Small Business Banking department.

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.

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 assess 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.

Qualifications

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

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

Pay

Target range: $19.00 - $22.00 per hour. Actual starting pay will vary based on geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% and an Annual Discretionary Restricted Stock Units Bonus Target: 10%; these discretionary target bonuses may be awarded semi-annually based on achievement of performance goals and targets.