• Email Direct Banker

    Job Locations US-CA-San Diego
    Job ID
    2018-2357
    Job Type
    Regular Full-Time
    Department
    Deposits
  • Description:

    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 include:

    • Respond to secure and unsecure email inquiries by clarifying desired information; researching, locating, and providing an accurate response
    • Answer LiveChat inquiries by clarifying desired information
    • Resolve problems by clarifying issues and services to customers in order to respond to customer questions and issues
    • Sell additional services by recognizing opportunities to up-sell/cross-sell products and services
    • Learn and apply procedures: Comprehend new job-related information in a timely manner and correctly; recalling and applying that information during customer calls/emails
    • Enhance organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
    • Provide tier 1 support to Direct Banker-Inbound Customer Service representatives
    • Communicate with customer by telephone to provide product and service information, resolve customer issues

    Key Skill Sets or Knowledge Requirements:

    • Excellent written communication
    • Possess excellent keyboard skills and etiquette, 60 WPM
    • Quickly and accurately perform multiple tasks
    • React effectively and calmly in escalated situations
    • Honest and have the ability to maintain customer confidentiality
    • Sound and thorough knowledge related to product

    Desired Career Experience & Education Requirements:

    • High School diploma or GED

     

    Preferred:

    • Retail banking and/or call center experience

     

    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. 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.

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