Treasury Management Sales Associate

Axos Bank

Target Range:

$70,000.00/Yr. - $80,000.00/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

Axos is seeking a Treasury Management Sales Associate (TMSA). In this role, you will be responsible for supporting one or more Treasury Management Sales Officers (TMSO) in the treasury sales process and ongoing relationship management within an assigned portfolio. This includes, but is not limited to pricing proformas, prospect proposals, solution presentations, and relationship reviews. In addition, the TMSA may be responsible for leading select sales opportunities as designated by the Sales Officer.

Responsibilities:

• Collaborate with TMSO to develop knowledge and understanding of a client’s business to recommend treasury management solutions
• Work in partnership as an active member of the cross functional deal team, driving an exceptional client experience with consistent and timely follow-up
• Assist the TMSO in client acquisition, client engagement, and deepening the client relationship through meeting research, preparation, presentations, follow-ups, and pipeline tracking to drive fee income goals
• Actively document and report TM opportunities via Salesforce and/or other applicable tracking systems
• Complete documentation and on-boarding forms accurately for new and/or existing cash management services
• Engage in portfolio management reviews by mining data and industry trends to uncover revenue enhancement and/or relationship review opportunities
• Support all activities from sale through implementation, including coordinating trainings, to ensure a seamless onboarding experience
• Partners with Operations to help troubleshoot any TM products/service inquiries to ensure client can manage their business more efficiently
• Additional duties and/or projects as assigned by Head of Treasury Management and Sales Team Lead

Qualifications:

• Bachelor's degree or equivalent experience
• 2+ years' Treasury/cash management
• Strong written and verbal communication skills

Axos Employee Benefits May Include:

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.