Sr. Client Associate

Axos Bank

Target Range:

$110,000.00/Yr. - $120,000.00/Yr.

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

This is a commission eligible role.

About This Job

The Sr. Client Associate will assist with oversight in designated core areas of the Treasury Management Client Services and Onboarding team's scope of responsibility.  They will provide tier-2 level customer support and complex systems' troubleshooting, as required. Implement complex array of Treasury Management products and partner with Treasury Management Sales Officers providing consultative support. Apply in-depth knowledge of systems, functions and procedures to identify and resolve quality issues and to ensure operational integrity.

​Responsibilities:

• Provide consultative advice regarding the configuration of electronic payables and receivables solutions
• Assist with customer and partner integrations
• Support online platforms including sending customer bulletins and opening vendor tickets when outages occur.
• Support the Treasury Management Team with timely and accurate responses and assist with implementation of new products, testing and or enhancements/release.
• Project manage the setup of complex treasury management services, perform customer file testing, and setup customer transmissions for payment origination and information reporting
• 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
• Ensuring the accuracy of customer documentation; tracking customer onboarding to ensure customer expectations and SLA's are met
• Providing complex technical support, consultation, and troubleshooting when required
• Assist with other operational tasks as assigned, including the development of reports and procedures

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 represen