What are the responsibilities and job description for the Sr. Treasury Management Client Services Associate position at Axos Bank?
Axos Bank
Target Range:
$70,000.00/Yr. - $82,500.00/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
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 Treasury Management products and services. The associate applies deep product knowledge and a strong understanding of operational controls to support client needs, resolve complex service inquiries, and partner effectively with internal teams. This position plays a critical role in ensuring operational integrity, adherence to risk and control standards, and the consistent execution and maintenance of Treasury Management procedures while delivering an exceptional client experience.
Responsibilities:
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.
E-Verify and Right to Work Notices
Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
IER Right to Work Poster (English/Spanish)
E-Verify Participation Poster (English/Spanish)
Target Range:
$70,000.00/Yr. - $82,500.00/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
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 Treasury Management products and services. The associate applies deep product knowledge and a strong understanding of operational controls to support client needs, resolve complex service inquiries, and partner effectively with internal teams. This position plays a critical role in ensuring operational integrity, adherence to risk and control standards, and the consistent execution and maintenance of Treasury Management procedures while delivering an exceptional client experience.
Responsibilities:
- Lead client training and support post onboarding for Treasury Management services, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox and Commercial Cards
- Execute white-glove Treasury Management client service through phone and email case management, delivering timely, accurate, and high-touch support
- Coordinate and support the delivery of Treasury Management products and services following implementation, ensuring completion within agreed upon time frames and in compliance with policies, procedures, and regulatory requirements
- Review client documentation, due diligence materials, and service agreements for accuracy, completeness, and adherence to control standards
- Obtain required internal approvals for Treasury Management services and access, as applicable
- Anticipate client needs by proactively addressing questions and offering solutions to simplify and enhance the client experience
- Assist with additional responsibilities as assigned, including contributing to the development and maintenance of reports, procedures, and process documentation
- High school diploma
- 3 years' treasury management client services onboarding and training
- Advanced knowledge of core treasury management products and services
- Excellent written and verbal communication skills
- Excellent time management and organizational skills
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
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.
E-Verify and Right to Work Notices
Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
IER Right to Work Poster (English/Spanish)
E-Verify Participation Poster (English/Spanish)
Salary : $70,000 - $82,500