Client Services Associate I

Axos Bank

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 join its Commercial Banking team, providing frontline support for client inquiries and operational functions. The role requires a high school diploma and 1-3+ years of experience in banking, with a focus on delivering excellent customer service and managing client interactions effectively

Job Summary

  • This role supports the Commercial Banking Servicing team by delivering excellent client service and managing operational support functions.
  • The position involves handling client calls, managing Salesforce cases, and resolving operational issues while ensuring compliance with regulatory requirements.
  • Eligible employees receive an annual discretionary cash bonus target of 10% and a restricted stock units bonus target of 10%.

Matching Summary

Match Score: 75

Axos Bank is seeking a Client Services Associate I to join its Commercial Banking team, providing frontline support for client inquiries and operational functions. The role requires a high school diploma and 1-3+ years of experience in banking, with a focus on delivering excellent customer service and managing client interactions effectively.

Salary

Base: $66,560.00/Yr - $71,000.00/Yr; Bonus/Equity: 10% Cash Target + 10% RSU Target; 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

Nice-to-have

  • Analytical skills with keen eye for detail
  • Ability to identify process gaps
  • Excellent interpersonal communication skills

Key Requirements

  • High School Diploma required
  • 1-3+ years experience in Retail or Commercial Banking
  • Pass credit check, criminal background check, and drug screening

Work Rights

Not specified

Tailored Resume

Cover Letter