Axos Bank

  • Retirement Specialist

    Job Locations US-CA-San Diego
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    Job ID
    Job Type
    Regular Full-Time
    Deposit Operations - Consumer
  • Description:

    Born digital, Axos BankTM has reinvented the banking model, growing to nearly $10 billion in assets in just 19 years. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 online 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.   


    We are looking for a Deposit Operations Specialist - Retirement Services to be responsible for:

    • Reviews daily IRA/Roth transactions for accuracy and regulatory compliance 
    • Assists customers with questions involving their IRA/Roth accounts
    • Perform special projects and routine Deposit Operations tasks as needed
    • Processes requests related to IRA/Roth accounts, including but not limited to:
      • New account enrollment
      • Distributions
      • Transfers
      • Contributions
      • Rollovers
      • Various file maintenance

    Key Skill Sets or Knowledge Requirements:

    • Solid written and verbal communication skills
    • Advanced problem solving skills
    • Work with multiple software platforms in support of daily processing needs
    • Follow direction and work independently
    • Maintain workload in a fast paced environment
    • Execute routine tasks with a high degree of accuracy
    • Basic understanding of personal retirement accounts


    Desired Career Experience & Education Requirements:

    • High school diploma
    • Customer service experience
    • Knowledge of applicable banking and retirement account regulations


    • Some college and/or technical education
    • Jack Henry experience
    • 2+ years of experience working with retirement accounts

    Apply directly for consideration as we are not using any outside agencies for any of our openings  


    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:


    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.



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