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New Account Specialist

New Account Specialist

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

More information about this job


BofI Federal Bank [NASDAQ: BOFI] with approximately $8.6 billion in assets, is one of the fastest growing banks in the nation and is rated in the top 5 of online banks in the country!


We are looking for a New Account Specialist to support our Deposit Operations Group.  This New Account Specialist will help in various areas of Deposit Operations, including: new accounts, daily processing, loss prevention, research/adjustments and electronic banking.


Responsibilities may include:

  • Boarding and review of new accounts
  • Account vesting changes
  • File maintenance
  • Respond to Service Events in a timely manner
  • Customer research requests

Key Skill Sets or Knowledge Requirements:

  • Basic knowledge of back office banking processes
  • Superior customer service skills; ability to establish rapport
  • Excellent organizational skills with strong attention to detail and the ability to multi-task and prioritize projects
  • Fundamental knowledge of banking regulations

Desired Career Experience & Education Requirements:

  • 2 years banking experience
  • Customer service experience
  • Basic teller transactions and cash handling
  • High School diploma with some college and/or technical education preferred



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



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.