Banking Operations Associate

3 days ago

San Diego, California, United States axosbank Full time
About Us

Axos Bank is a leading provider of commercial card servicing and operations solutions. Our mission is to deliver exceptional service and support to our clients, while ensuring compliance with operational guidelines and mitigating risk.

Our Team

We're looking for a highly skilled Commercial Card Servicing and Operations Associate to join our team. As a key member of our team, you will be responsible for delivering exceptional service and support to our clients, ensuring compliance with operational guidelines, and effectively addressing issues related to fraud, payments, and disputes.

Responsibilities:
  • Serve as the primary point of contact for Commercial Card clients, addressing inquiries and resolving issues in a timely and professional manner.
  • Manage customer requests, ensuring accurate responses to all inquiries and support on program administrator portal.
  • Onboard new Card Programs and train on use of client portals, providing excellent customer service throughout the process.
  • Monitor transactions for suspicious activity and potential fraud, conducting investigations and coordinating with relevant departments to mitigate risk.
  • Escalate identified fraud cases to the appropriate teams for further investigation and resolution.
  • Oversee the processing of payments and transactions, ensuring compliance with operational controls and policies.
  • Handle escalations related to payment processing, ensuring prompt resolution and customer satisfaction.
  • Assist customers with dispute inquiries, providing guidance and support throughout the resolution process.
  • Collaborate with internal teams to investigate disputes and communicate outcomes to customers effectively.
  • Maintain accurate records of customer interactions, transaction inquiries, and resolutions in compliance with bank policies.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in Finance, Business Administration, or a related field.
  • At least 2 years of experience in banking or financial services, preferably with a focus on Commercial Card servicing and operations.
  • Proficiency in using FIS eZ Business platform, and Service View preferred or other credit card management applications.
  • Strong Microsoft Office skills, especially Excel and Word.
  • Excellent verbal and written communication skills, with the ability to convey complex information clearly to clients.
  • Strong problem-solving abilities with attention to detail and a proactive approach to identifying and resolving issues.
  • Demonstrated commitment to delivering exceptional customer service and enhancing client relationships.
Benefits

As an employee of Axos Bank, you will enjoy a range of benefits, including:

  • Medical, Dental, Vision, and Life Insurance.
  • Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 per 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.
Compensation

The estimated salary for this position is $73,440 - $90,100 per year, based on factors including location, experience, skills, specialty, and education.

About Axos Bank

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.

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