Job description
Job Summary and Opportunity:
The candidate filling this role will work very closely with the AVP, Fiduciary Operations Manager to handle incoming calls and emails from Fiduciary Operations’ clients. The candidate should be extremely well rounded and have moderate understanding of computer related hardware. The candidate should have good verbal communication skills, as well and common-sense best practices. Responsibilities:
Our Trustee and Fiduciary Services division provides specialized software and consulting services to Chapter 7 and non-bankruptcy trustees in all 50 states.
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
A targeted hourly range of USD $18/Hr. - USD $20/Hr., based on the experience, skills, and education/certification required for this position. Eligibility for a discretionary semi-annual incentive compensation plan, based upon performance, payable in cash and/or share grants (RSU’s) that may vest over time. The annual discretionary target bonus percentage is 5%.
Axos benefits and perks include:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Seeking an eager, self-motivated candidate to fill the Client Service role in our Fiduciary Services division. The candidate would join the Fiduciary Operations team dedicated to fulfilling the directives and initiatives proposed by Axos Bank’s Chief Operating Officer.
The candidate filling this role will work very closely with the AVP, Fiduciary Operations Manager to handle incoming calls and emails from Fiduciary Operations’ clients. The candidate should be extremely well rounded and have moderate understanding of computer related hardware. The candidate should have good verbal communication skills, as well and common-sense best practices.
- Answer incoming telephone calls to deliver service and support
- Gather customer’s information and determine the issue by evaluating and analyzing the symptoms
- Research required information using available resources
- Accurately process and record call transactions using a computer and designated software
- Follow up and make scheduled callbacks to customers where necessary
- Stay current with system information, changes, and updates
- Bachelor’s Degree in Business, Economics, Accounting, Statistics or related course experience in math / statistics / computer science / accounting
- 6+ months experience working in a call center environment
- Experience researching complex problems and arriving at a viable solution
- Basic knowledge and understanding of banking, including general regulatory and accounting guidelines
- Experience in the financial services / banking industry
- Experience researching complex problems and arriving at a viable solution
- Participation in independent case studies or external projects
Preferred:
- 2+ years' working in office environment preferred, new grads considered
- Financial services / banking industry
- Bankruptcy knowledge
Born digital, Axos Bank has reinvented the banking model and grown to over $18.4 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Our Trustee and Fiduciary Services division provides specialized software and consulting services to Chapter 7 and non-bankruptcy trustees in all 50 states.
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
A targeted hourly range of USD $18/Hr. - USD $20/Hr., based on the experience, skills, and education/certification required for this position. Eligibility for a discretionary semi-annual incentive compensation plan, based upon performance, payable in cash and/or share grants (RSU’s) that may vest over time. The annual discretionary target bonus percentage is 5%.
Axos benefits and perks include:
- 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
- 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 Self-Directed Trading
Pre-Employment Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
learninglandscape.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, learninglandscape.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, learninglandscape.com is the ideal place to find your next job.