TM Client Services & Onboarding (Associate or Senior)

Axos Bank

Target Range:

$68,640.00/Yr. - $75,000.00/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

As a member of the Axos Commercial Banking team, the TM Client Services & Onboarding (Associate or Senior) is responsible for Treasury Management support and Commercial Banking deposit account servicing. You will assist with client implementations for a seamless Treasury Management onboarding experience. The TM Client Services & Onboarding (Associate or Senior) performs customer training on use of Treasury Management products and provides ongoing client support and troubleshooting assistance while adhering to defined quality control standards and service level agreements.

Responsibilities:

• Set up new clients, services, accounts, and users on a broad array of Treasury Management applications, including Online Banking, ACH, Wire, Bill Pay, Remote Deposit, Positive Pay, as well as API and software integrations
• Review customer documentation, due diligence and agreements. Seek internal approval for services where needed
• Lead customer training and perform installation of Treasury Management services including file and transmission testing. Articulate features and benefits to ensure customer understanding and proper use of services
• Provide ongoing client support by answering incoming calls to the Treasury Management and Commercial Banking client services lines. Assist clients and colleagues with enquiries, issues, and troubleshooting across the full Treasury Management product suite
• Ensure that the implementation and delivery of products and services are completed within agreed upon time frames, adhering to policies, procedures, and regulatory requirements
• Provide operational and payment processing support

Qualifications:

• High school diploma
• 4+ years of prior experience in Commercial Banking, Business Banking, Treasury Management, client onboarding, or a similar role within a financial institution
• Solid understanding of banking products and services, particularly related to Treasury Management
• Strong analytical skills with a keen eye for detail and accuracy
• Excellent interpersonal and communication skills to effectively collaborate with internal teams and build relationships with clients
• Ability to manage multiple priorities and work under time constraints in a fast-paced environment
• Proficiency in using relevant software and systems, including Treasury Management platforms and Microsoft Office suite

Axos Employee Benefits May Include:

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.