Treasury Management Client Services Associate Ii

Axos

Base: $70,304.00pyr - $72,000.00pyr; bonus/equity:...
Fully remote
2-4 years commercial banking experience
Knowledge of treasury management products
Strong written and verbal communication skills
Axos Bank is seeking a Treasury Management Client Services Associate II to provide exceptional support to Commercial Banking clients utilizing Treasury Management services. The role focuses on client training, service inquiries, and ongoing account maintenance, requiring solid product knowledge and operational control

Job Summary

  • The role serves as a key point of contact for clients regarding Treasury Management product inquiries, onboarding support, and ongoing account maintenance.
  • Eligible employees receive an annual discretionary cash bonus target of 10% and an annual discretionary restricted stock units bonus target of 10%.
  • Axos Bank offers comprehensive benefits including medical, dental, vision, life insurance, paid sick leave, and a 401(k) retirement plan with employer match.

Matching Summary

Match Score: 85

Axos Bank is seeking a Treasury Management Client Services Associate II to provide exceptional support to Commercial Banking clients utilizing Treasury Management services. The role focuses on client training, service inquiries, and ongoing account maintenance, requiring solid product knowledge and operational control.

Salary

Base: $70,304.00/Yr - $72,000.00/Yr; Bonus/Equity: 10% Cash Target + 10% RSU Target; Benefits: Medical, Dental, Vision, Life Insurance, 401(k) Match

Skills & Requirements

Must-have

  • 2-4 years Commercial Banking experience
  • Knowledge of Treasury Management products
  • Strong written and verbal communication skills
  • Ability to manage multiple client requests
  • Understanding of operational controls and risk standards

Nice-to-have

  • Experience with Online Banking and ACH systems
  • Proactive problem-solving abilities
  • Collaborative team player mindset
  • Detail-oriented documentation skills

Key Requirements

  • High school diploma or equivalent
  • 2-4+ years prior experience in Commercial Banking or Treasury Management
  • Pass pre-employment background check and drug screening

Work Rights

Not specified

Tailored Resume

Cover Letter