Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Direct Banker

Full-time

Axos Bank

: Job Summary and Opportunity: We provide the financial advisor community with compelling products and services to compliment and enhance their business/mission. Working through a business to business distribution channel, we promote, educate, empower and incentivize our partners to leverage their relationship capital delivering new client relationships. In aggregate, these business clusters deliver significant client portfolios that are consistent with the Bank's overall strategy. Responsibilities:
  • Answer high volume of calls, emails and live chats
  • Investigate and clarify customer requests, research and explore alternative solutions to ensure a successful resolution, appropriately close and disposition interactions
  • Maintain or exceed established standards for customer service, and resolve issues; escalate complex issues as necessary
  • Gain deep knowledge and expertise within the banking industry, understand and apply appropriate procedures and regulations while maintaining complete confidentiality.
  • Build strong relationships with current and prospective customers, in person and over the phone, upsell and cross-sell when appropriate
  • Suggest and Pioneer new processes and resources to make support workflows more efficient
  • Regular and punctual attendance is an absolute requirement
Requirements:
  • High school diploma or equivalent
  • 6+ months' retail banking and/or call center
  • Punctual, with outstanding work ethics
  • Outgoing and energetic personality
  • Excellent written communicator
  • Possess excellent keyboard skills and etiquette
  • Quickly and accurately perform multiple tasks
  • Ability to react effectively and calmly in escalated situations
  • Exceptional listening, questioning and call control techniques
  • Maintain customer confidentiality
  • Sound and thorough knowledge related to products and services
  • Ability to work in a high volume work center
Axos Employee Benefits Include:
  • Compensation for this position includes a Commission Plan
  • 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
APPLY DIRECTLY FOR CONSIDERATION:

Born digital, Axos Bank has reinvented the banking model and grown to over $18.7 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).

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!

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.

#LI-Onsite #AxosBank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Universal Direct Banker in Spring Valley, NY vacancy
  •  ...Universal Banker Bogota Savings Bank has been a community-anchored financial institution since 1893. Originally established as Bogota Savings and Loan, we converted to a State Mutual Savings Bank in 1996 and later merged with Gibraltar Bank in 2021, expanding our footprint... 
    Suggested
    Work at office
    Local area

    Bogota Savings Bank

    Hasbrouck Heights, NJ
    5 days ago
  • $57k - $60k

    Position Overview Affinity Federal Credit Union (Affinity FCU) is looking for an experienced, results‑oriented and service‑focused Financial Services Consultant to join our team at the Bardonia, NY branch. Branch operating days are Monday‑Friday. Compensation The starting...
    Suggested
    Monday to Friday
    Flexible hours

    Affinity Federal Credit Union

    Bardonia, NY
    4 days ago
  • The Universal Banker responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers’ needs by processing a variety of financial transactions including but not limited to check cashing... 
    Suggested
    Hourly pay
    Local area
    Flexible hours

    Spencer Savings Bank

    Edgewater, NJ
    4 days ago
  •  ...employee volunteerism, community partnerships, and the Columbia Bank Foundation. Why this role Matters:   As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes... 
    Suggested
    Full time
    Part time
    Work at office
    Weekend work

    Columbia Bank

    Fair Lawn, NJ
    14 days ago
  • $22.79 - $37.99 per hour

    Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned...
    Suggested
    Hourly pay

    M&T Bank

    Mahwah, NJ
    4 days ago
  • $22.79 - $37.99 per hour

    Overview Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned...
    Hourly pay
    Local area

    M&T Bank Corporation

    Haverstraw, NY
    2 days ago
  • $20.67 - $31.25 per hour

     ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide...  ...huddles and end of day debriefs. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Nanuet, NY
    3 days ago
  •  ...Job Description Job Description   Summary:   As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while... 
    Full time
    Part time
    Work at office
    Weekend work

    Columbia Bank

    Paramus, NJ
    17 days ago
  •  ...trusted relationships with clients. Collaborating with senior bankers on business development opportunities We're Looking For...  ...most dynamic sectors, we'd love to hear from you. Apply directly via LinkedIn or send me a confidential message for more information... 

    Oaklands Global Financial Services Recruitment

    New City, NY
    1 day ago
  • $25 per hour

     ...Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know...  ...and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits -... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens

    Englewood, NJ
    5 days ago
  • $18.75 - $25 per hour

     ...clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers...  ...effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    Key Bank

    New City, NY
    5 days ago
  • $18.5 - $20 per hour

     ...Teller Role Join our dynamic team as a Part-Time Teller, where exceptional customer service and operational excellence meet. Reporting directly to the Branch Manager, you’ll play a vital role in delivering personalized banking experiences while ensuring the highest... 
    Hourly pay
    Part time
    Apprenticeship
    Night shift

    Trustco Bank

    New City, NY
    2 days ago
  • $25.07 - $41.79 per hour

    Overview: Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our...
    Hourly pay

    M&T Bank

    Chestnut Ridge, NY
    4 days ago
  • Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with ...

    Valley Bank

    Park Ridge, NJ
    4 days ago
  • Job Description Job Description Position Summary Responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach...
    Contract work
    Temporary work
    Bank staff
    Local area

    Unity Bank

    Fort Lee, NJ
    7 days ago
  • $20 per hour

    Job Description Job Description Starting Salary:  $20.00/hr.  (negotiable dependent upon experience) REQUIRED EXPERIENCE: Minimum of one (1) year bank Teller experience preferred.  (cash handling experience required) Proficient in English, reading, writing, ...
    Part time
    Work at office
    Weekend work
    Afternoon shift

    First Commerce Bank

    Teaneck, NJ
    26 days ago
  • $185k - $300k

     ...and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.SummaryLocation: ISELIN, NJ; MARLTON, NJ; SHORT HILLS, NJ;... 
    Ongoing contract
    Full time
    Work experience placement
    Immediate start

    Wells Fargo

    Paramus, NJ
    3 days ago
  • $63k - $105k

     ...opportunity to contribute to the company's success. As a Relationship Banker Business Specialist within PNC's Retail Banking organization,...  ...Work Experience Roles at this level typically require a university / college degree with Education Bachelors... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Bergenfield, NJ
    1 day ago
  • $191k - $305k

     ...million.This is an opportunity for an accomplished commercial banker with a strong presence in New Jersey to build deep client relationships...  ...authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring... 
    Full time
    Work experience placement

    Wells Fargo

    Paramus, NJ
    5 days ago
  •  ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the...  ...and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and... 
    Part time

    JPMorgan Chase & Co.

    Suffern, NY
    3 days ago
  • $18.41 - $23.03 per hour

     ...Personal Banker - Englewood (Full-time) How would you like to join one of the most highly regarded financial institutions in New Jersey...  ...the ability to adapt to new job locations and reassignments as directed. Lifting from 5 to 25 lbs. (Coins) Prolonged sitting/standing... 
    Full time
    Work at office
    Flexible hours

    Provident Bank

    Englewood, NJ
    4 days ago
  •  ...Banker Position At NVE Bank, a Division of Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. As a result of Ion's continued growth... 
    Work at office

    Ion Bank

    Hillsdale, NJ
    4 days ago
  • Chase is seeking an Associate Banker to welcome clients, deliver attentive service, and help them achieve their financial goals using digital tools like the Chase Mobile App. You will open and service accounts, educate clients on solutions, and work with teammates to ensure... 

    JPMorganChase

    Paramus, NJ
    1 day ago
  • M&T Bank Corporation in West Haverstraw, NY is seeking a Teller to support branch operations, deliver service excellence, and promote digital banking solutions. You will educate customers, handle transactions, and contribute to sales and service goals within the branch....

    M&T Bank Corporation

    Haverstraw, NY
    2 days ago
  • $36k - $60k

     ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Hackensack, NJ
    5 days ago
  • $17.31 - $28.85 per hour

     ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties.... 
    Full time
    Part time
    Work experience placement
    Work at office

    PNC

    Mahwah, NJ
    2 days ago
  •  ...successfully completed education above high school at an accredited business, secretarial, technical school, junior college, college, or university. Transcripts are required if relying on education, in whole or in part, to qualify. See Required Documents for more information.... 
    Work at office
    Remote work

    United States Department of Defense

    Fort Lee, NJ
    1 day ago
  • $21 - $23 per hour

    In order to continually provide our members with the highest level of service, Affinity FCU is seeking a Part-Time Relationship Specialist to join our team of professionals at our branch location in Bardonia, NY. The starting pay range for a new hire in this role is $2...
    Hourly pay
    Full time
    Contract work
    Part time
    Immediate start
    Flexible hours

    Affinity Federal Credit Union

    West Nyack, NY
    3 days ago
  • $18.22 - $23.69 per hour

     ...has deemed the foreign education equivalent to that gained in an accredited U.S. education program or a U.S. accredited college or university has given full credit for the foreign courses. Unofficial transcripts from U.S. Department of Education accredited colleges,... 
    Work at office
    Night shift

    Defense Commissary Agency

    Fort Lee, NJ
    4 days ago
  • $108.75k

    Director Business Banking Relationship Manager Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we ...
    Hourly pay
    Contract work
    Work experience placement
    Shift work

    Santander Bank, N.a.

    Suffern, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Direct Banker. Be the first to apply!