Courtney Ward
FVP, Managing Director of Client Services & Operations, Axos Fiduciary Services at Axos Bank | Kansas City Metropolitan Area
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Courtney Ward serves as the FVP and Managing Director of Client Services & Operations at Axos Fiduciary Services, where she plays a pivotal role in enhancing client engagement and retention strategies. With over 12 years of experience in the financial services industry, Courtney has cultivated a robust expertise in banking operations, project management, and technology integration. Her leadership is characterized by a strong commitment to operational excellence and a keen focus on delivering exceptional service to clients.
At Axos Bank, Courtney spearheads key initiatives aimed at improving client satisfaction and streamlining service delivery. She leads a dynamic team responsible for relationship management and professional services, ensuring that clients receive tailored solutions that meet their unique needs. Her extensive knowledge in areas such as Anti-Money Laundering (AML), fraud prevention, and online banking positions her as a trusted advisor within the organization. Courtney's meticulous attention to detail and accuracy is evident in her approach to process improvement and auditing, where she consistently seeks to enhance operational efficiencies.
In addition to her technical skills, Courtney is adept at leveraging technology to drive innovation within the client services framework. Her proficiency in project management enables her to oversee complex initiatives from inception to completion, ensuring that projects align with the bank's strategic goals. With a strong desire to work for a company that makes a meaningful impact, Courtney is dedicated to fostering a culture of integrity and excellence at Axos Bank, ultimately contributing to the organization's mission of delivering superior financial services.
FVP, Managing Director of Client Services & Operations, Axos Fiduciary Services at Axos Bank in September 2023 to Present
Partner Operations Manager at Marqeta in November 2022 to September 2023
Operations Manager at Think Bank in October 2021 to November 2022
BSA Analyst at Think Bank in January 2021 to October 2021
Operations Consultant at Freedom Bank - Overland Park, Kansas in August 2015 to January 2021
Group Fitness Instructor at University of Arizona in January 2017 to May 2017
Account Manager at EML in December 2014 to July 2015
Deposit Administrator at Freedom Bank - Overland Park, Kansas in December 2013 to November 2014
Retail Associate - Anchor & Concierge at Freedom Bank - Overland Park, Kansas in December 2013 to November 2014
Business Operations Manager at Nuance Investments, LLC in February 2013 to November 2013
Operations Supervisor at UMB Bank in October 2012 to February 2013
Commercial Analyst at UMB Bank in April 2012 to October 2012
Data Entry Clerk at UMB Bank in December 2010 to April 2012
Teller at UMB Bank in April 2009 to December 2009
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Discover more about Axos BankWhat is Courtney Ward email address?
Email Courtney Ward at [email protected]. This email is the most updated Courtney Ward email found in 2026.
What is Courtney Ward phone number?
Courtney Ward phone number is +18162568848.
How to contact Courtney Ward?
To contact Courtney Ward send an email to [email protected]. If you want to call Courtney Ward try calling on +18162568848. (updated on November 04, 2024)
What company does Courtney Ward work for?
Courtney Ward works for Axos Bank
What is Courtney Ward's role at Axos Bank?
Courtney Ward is FVP, Managing Director of Client Services & Operations, Axos Fiduciary Services
What industry does Courtney Ward work in?
Courtney Ward works in the Financial Services industry.
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