Sr. TM Client Services & Onboarding Associate

Axos Bank

Target Range:

$66,560.00/Yr. - $95,000.00/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

The Treasury Management Client Services Associate will provide tier 2 support and customer service, as well as lead client onboarding and training on suite of Treasury Management products and services. They will apply knowledge of Treasury Management products and controls to ensure business unit operational integrity and maintain procedures.

Responsibilities:

• Lead customer training and perform installation of services post onboarding of new Treasury Management Services
• Articulate features and benefits to ensure customer understanding and proper use of services
• Ensure that the implementation and delivery of products and services is completed within agreed upon time frames, adhering to policies, procedures, and regulatory requirements
• Set up new clients on basic and complex treasury management services including Online Banking, ACH, Wire, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, and Lockbox
• Review customer documentation, due diligence and agreements. Seek internal approval for services where needed
• Assist with other operational tasks as assigned, including the development of reports and procedures

Requirements:

• High school diploma
• 3+ years' treasury management client services onboarding and training
• Knowledge of core treasury management products and services.
• Excellent written and verbal communication skills

Preferred:

• Bachelor's degree
• AAP certification

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 environmen