Client Services Associate I

221

Base: $66,560.00pyr - $71,000.00pyr; bonus/equity:...
Not specified
1-3+ years prior banking experience
Proficiency in salesforce case management
Understanding of commercial banking products
Axos Bank is seeking a Client Services Associate I to support their Commercial Banking team by delivering excellent client service and managing operational support functions. The ideal candidate should have 1-3 years of relevant banking experience, strong communication skills, and proficiency in banking software

Job Summary

  • This role supports the Commercial Banking Servicing team by delivering excellent client service and managing operational support functions.
  • The position includes handling client inquiries via calls and secure messaging while maintaining detailed documentation for audit and compliance purposes.
  • Eligible candidates receive a base salary between $66,560 and $71,000 annually plus potential discretionary bonuses totaling up to 20%.

Matching Summary

Match Score: 75

Axos Bank is seeking a Client Services Associate I to support their Commercial Banking team by delivering excellent client service and managing operational support functions. The ideal candidate should have 1-3 years of relevant banking experience, strong communication skills, and proficiency in banking software.

Salary

Base: $66,560.00/Yr - $71,000.00/Yr; Bonus/Equity: Annual Discretionary Cash Bonus Target 10%; RSU Target 10%; Benefits: Medical, Dental, Vision, Life Insurance, 401(k) Match

Skills & Requirements

Must-have

  • 1-3+ years prior banking experience
  • Proficiency in Salesforce case management
  • Understanding of commercial banking products
  • Ability to manage multiple priorities
  • Knowledge of regulatory compliance requirements

Nice-to-have

  • Excellent interpersonal communication skills
  • Analytical skills with keen eye for detail
  • Experience with Treasury Management platforms
  • Proactive identification of process gaps

Key Requirements

  • High School Diploma required
  • 1-3+ years of prior banking experience
  • Pass pre-employment background check and drug test including marijuana screening

Work Rights

Must pass E-Verify and Right to Work verification

Tailored Resume

Cover Letter