Treasury Management Implementation and Support Specialist

Axos Bank

Target Range:

$66,560.00/Yr. - $85,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

This role will provide direct client support in the areas of Treasury Management and Commercial Banking operations. As a key liaison between clients and internal teams, this role will play a pivotal role in ensuring the satisfaction and success of our clients within the Specialty Markets vertical

Responsibilities:

• Act as the primary point of contact for a portfolio of Specialty Market clients, establishing strong relationships and understanding their unique needs
• Provide comprehensive Treasury Management and Commercial Banking client support, address inquiries, troubleshoot issues, and offer timely solutions
• Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity
• Articulate features and benefits to ensure customer understanding and proper use of services
• Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution
• Stay updated on industry trends, regulations, and best practices related to specialty markets, ensuring clients are well-informed and compliant
• Monitor client satisfaction and gather feedback to drive continuous improvement in our services
• Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of client services processes
  
  

Requirements:

• High school diploma
• 1 year's experience in Client Services, Treasury Management, and Commercial Banking Operations within the Specialty Markets segment preferred
• Strong understanding of financial products, Treasury Management solutions, and Commercial Banking practices
• Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships
• Problem-solving mindset with a proactive approach to identifying and addressing client needs
• Ability to manage multiple priorities, work under pressure, and meet deadlines
  
  

Preferred:

• Bachelor's degree
  
  

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
  
  

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos 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.

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.