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Treasury Management Sales Associate

Company

Axos Bank

Address , Los Angeles, 90017, Ca
Employment type FULL_TIME
Salary $70,000 - $74,000 a year
Expires 2023-06-26
Posted at 1 year ago
Job Description
Job Summary and Opportunity:
As a Treasury Management Sales Associate, you will provide sales support for Treasury Management Sales Officers in delivering treasury products and services to customers by assisting the sales team with soliciting, preparing proformas & account schematics, implementing and on-going delivery of treasury management products.
Responsibilities:
  • Assisting the Treasury Management Sales Officer in managing a complex client portfolio with sophisticated global treasury needs
  • Provide troubleshooting for all TM products/services to ensure client is able to manage their business more efficiently
  • Learn about client businesses and suggest TM products/services that would meet their banking needs
  • Train or guide clients on how to use all TM products/services
  • Complete documentation and on-boarding forms for new and/or existing cash management services
  • Ensure successful and complete implementations for a seamless onboarding process
Requirements:
  • Bachelor's degree or equivalent experience
  • Direct experience with Treasury/Cash Management Sales, supporting multiple Treasury Sales Officers or Treasury Relationship Managers in the sales and/or implementation of high-volume, complex treasury solutions
  • 2+ years' treasury management
Preferred:
  • CTP
APPLY DIRECTLY FOR CONSIDERATION:
Born digital, Axos Bank has reinvented the banking model and grown to over $18.4 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here!

A targeted annual base salary of USD $70,000/Yr. - USD $74,000/Yr., based on the experience, skills, and education/certification required for this position. Eligibility for a discretionary semi-annual incentive compensation plan, based upon performance, payable in cash and/or share grants (RSU’s) that may vest over time. The annual discretionary target bonus percentage is 20%.

Axos benefits and perks include:
  • HSA or FSA account and other voluntary benefits
  • Employee Mortgage Loan Program and free access to Self-Directed Trading
  • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
  • 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more

Pre-Employment 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 Bank 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.