Axos Bank
Target Range:
$23.00/hr. - $26.44/hr.
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: 5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
The CBTM Product & Operations Analyst will help support the monthly account analysis billing cycle, including completing maintenance, loading billing data, and applying customer-specific pricing. In addition to account analysis processes, the analyst may be asked to support product management functions, including developing business requirements and use cases based on inputs from business operations and product team in Commercial Banking and Treasury Management. The ideal candidate is analytical, detail-oriented, and possesses a strong understanding of treasury management operations and commercial banking products.
Responsibilities:
- Complete maintenance to account analysis setups, including fee schedule changes, earnings credit changes, fee and deficit waivers, and exception pricing.
- Perform all monthly account analysis tasks during the review period prior to final deadlines.
- Maintain accurate account analysis procedures, process maps, and product documentation.
- Timely completion of pricing requests received from Treasury Management Sales and other client-facing teams
- May be asked to produce required project analysis documentation (business requirements, use cases, process maps, and UAT test cases)
- May be asked to support Project Managers in their development and execution of UAT plans for assigned projects
- May be asked to support cross-functional teams on projects and ad hoc analyses for business strategies and company KPIs
Qualifications:
- Bachelor's degree
- 2+ years' account analysis or comparable billing experience
- 2+ years' requirements gathering and use case development preferred
- 2+ years' basic statistical analysis (i.e., Excel) experience
- Demonstrated ability to problem solve and collaborate with client-facing teams and operations
- Strong time management skills and ability to meet to processing deadlines
Axos Employee Benefits May Include:
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Medical, Dental, Vision, and Life Insurance
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Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
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HSA or FSA account and other voluntary benefits
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401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
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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 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.
Top Skills
What We Do
Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide.
Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it.
Our mission is summed up in two words: Banking Evolved.
Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition.
Banking Evolved means continuously innovating and excelling in the following areas:
• The incubation, creation and deployment of new businesses and tools that best serve our customers;
• The evolution, optimization, delivery, distribution and marketing of our products;
• The harnessing of data and technology to manage our business most effectively and efficiently; and
• The development and engagement of our team members.
To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business.
As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements.
As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability.
