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Client Success Representative

Client Success Representative

Job ID 
Job Locations 
US-NV-Las Vegas
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, and an Equal Housing Lender.


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



The Client Success Representative is responsible for contacting and nurturing business clients for factoring opportunities. The CSR will establish contact with potential clients, nurture relationships and confirm interest in BofI factoring products and services. Interested clients are warm transferred to a Factoring Business Development Representative.

Key Skill Sets or Knowledge Requirements:

  • Microsoft Office
  • Superior oral communication skills with great telephone voice
  • Pipeline Management
  • Calling prospective clients and/or current clients
  • Ability to learn quickly
  • Transfer interested clients to Licensed Professionals
  • Pipeline Management

Desired Career Experience & Education Requirements:

  • Entry-level call center/sales experience
  • High School graduate


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.