Sr. Treasury Management Client Services Associate

221

Base: $70,000.00pyr - $82,500.00pyr; bonus/equity:...
Fully remote
3+ years treasury management experience
Advanced knowledge of ach and wires
Experience with positive pay and lockbox
Axos Bank is seeking a Senior Treasury Management Client Services Associate to provide high-touch support to a portfolio of Commercial Banking clients, focusing on onboarding and ongoing training related to Treasury Management products. The position requires a strong understanding of operational controls and excellent communication skills, with a salary range of $70,000 to $82,500 and various benefits

Job Summary

  • The Senior Treasury Management Client Services Associate delivers high-touch, white-glove support to a portfolio of Commercial Banking clients.
  • This role serves as a primary point of contact for Treasury Management servicing, leading client onboarding and ongoing training across a comprehensive suite of products.
  • Eligible candidates receive an annual discretionary cash bonus target of 10% and a restricted stock units bonus target of 10%.

Matching Summary

Match Score: 85

Axos Bank is seeking a Senior Treasury Management Client Services Associate to provide high-touch support to a portfolio of Commercial Banking clients, focusing on onboarding and ongoing training related to Treasury Management products. The position requires a strong understanding of operational controls and excellent communication skills, with a salary range of $70,000 to $82,500 and various benefits.

Salary

Base: $70,000.00/Yr - $82,500.00/Yr; Bonus/Equity: 10% Cash Discretionary Target + 10% RSU Target; Benefits: Medical, Dental, Vision, Life Insurance, 401(k) Match

Skills & Requirements

Must-have

  • 3+ years treasury management experience
  • Advanced knowledge of ACH and Wires
  • Experience with Positive Pay and Lockbox
  • Strong operational control understanding
  • Excellent written and verbal communication

Nice-to-have

  • Proactive client needs anticipation
  • Ability to simplify complex solutions
  • High-touch white-glove service mindset
  • Collaboration with internal teams
  • Process documentation development skills

Key Requirements

  • High school diploma
  • 3+ years treasury management client services onboarding and training
  • Pass credit check, criminal background check, and drug screening

Work Rights

Must pass pre-employment background checks and drug screening (including marijuana)

Tailored Resume

Cover Letter