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Inbound Direct Banker

Inbound Direct Banker

Job ID 
Job Locations 
US-CA-San Diego
Job Type 
Regular Full-Time

More information about this job


BofI Federal Bank is one of the fastest growing banks in the nation. We are publicly traded (NASDAQ: BOFI), FDIC insured, Equal Housing Lender.


We rely on our employees’ collaborative creativity, intelligence, curiosity and innovation. We’re tech-savvy problem-solvers who are competitive and hungry for success.


Job Responsibilities:

  • Communicates with customers by telephone to provide product and service information, troubleshoots and resolves customer issues
  • Resolves problems by clarifying issues; researchs and explores answers and alternative solutions; implements solutions; escalates unresolved problems
  • Describes products and services to customers in order to respond to customer questions and issues
  • Sells additional services by recognizing opportunities to up-sell/cross-sell products and services
  • Learns and Applies Procedures: Comprehends new job-related information in a timely manner and correctly; recalls and applies that information during customer calls/emails
  • Enhances organizations reputation by accepting ownership for accomplishing new and different requests; explores opportunities to add value to job accomplishments
  • Answers secure and unsecure email and chat inquiries by clarifying desired information; researchs, locates, and provides an accurate response

Key Skill Sets or Knowledge Requirements

  • 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 servic

Desired Career Experience & Education Requirements

  • High school diploma or GED


  • Retail banking experience
  • Customer service or call center experience
  • Experience involving written communication




Job Functions & 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.



Equal Employment Opportunity:


BofI Federal Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex , gender identity and expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. Candidates must possess authorization to work in the United States.