We are looking for a Sr. Deposit Operations Specialist with 2+ years' of retirement services industry or applicable banking experience with strong operational background and familiarity with IRA plans.
Responsibilities- Provide technical and operational assistance to IRA customers
- Provide support to Relationship Managers, Direct Bankers and other interdepartmental employees
- Work with New Accounts team to set up new IRA plans
- Interact directly with customers, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them
- Input /update plan information in the system and assist Employers with the plan review
- Data input and verification of all customer information pertaining to maintenances
- Perform a variety of tasks related to maintaining and closing out IRA accounts
- Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions
- Recommend and implement continuous improvements to Back Office processes identified through daily interaction with customers and internal operations teams
- Monitor reports and fix processing errors as they arise
- Act as a subject matter expert for others in the IRA department as well as other departments
- Perform other duties and special projects as assigned
- High school diploma
- 2+ years' of retirement services industry or applicable banking experience with strong operational background and familiarity with IRA plans
- Demonstrates ability to confidently explain and/or document complex processes in a clear and easy to understand manner
- Training and mentoring
- Considered a subject matter expert (SME) that is looked upon as a resource by multiple departments. Understands process flows related to their department in depth and can effectively communicate them
Born digital, Axos Bank has reinvented the banking model and grown to over $15 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.