Banking Project Coordinator | Cross-Functional & Analytics

Axos Bank; San Diego (CA); On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

Axos Bank seeks a detail-oriented Project Coordinator to support the planning, execution, and completion of multiple projects under the guidance of a Project Manager. You will help maintain program trackers, coordinate cross-functional meetings, and assist with vendor and reporting tasks.

The role requires collaboration with Legal, Compliance, Procurement, Marketing, and Data Analytics, plus experience with project/tools like Aha!, Jira, Asana, and Smartsheet.

Qualifications

• Bachelor's degree or equivalent required.
• 2+ years in project coordination, program support, or related roles in banking/financial services.
• Proven ability to manage multiple workstreams with accuracy.
• Advanced Excel and PowerPoint; able to prepare executive materials.
• Strong written and verbal communication with senior leaders and cross-functional partners.
• Detail-oriented with strong documentation discipline.
• Onsite in San Diego, CA as per Axos policy.
• Experience with project/product tools (Aha!, Jira, Asana, Smartsheet) preferred.
• Familiarity with Salesforce, Tableau, and Workday preferred.

Responsibilities

• Maintain program portfolio tracker and records for initiatives, including status, milestones, owners, dependencies, risks.
• Coordinate recurring program meetings — agendas, materials, minutes, action-item follow-through.
• Serve as intake point for cross-functional requests; triage and route to resolution.
• Support execution of rate changes and promotions across deposit verticals; tracking and reconciliation.
• Compile partner and referral program reporting for third-party relationships.
• Prepare Monthly Business Review materials and executive inputs from Tableau and Salesforce.
• Assist with vendor invoice processing, PO tracking, and procurement documentation.
• Conduct competitor and market benchmarking to support product and pricing discussions.
• Document recurring processes into runbooks and maintain audit-ready repository.
• Support platform and decommission initiatives with scheduling and testing coordination.

Skills

Communication skills

Attention to detail

Multitasking

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Tools

Aha!

Jira

Asana

Smartsheet

Salesforce

Tableau

Workday

Job description

Axos Bank seeks a detail-oriented Project Coordinator to support the planning, execution, and completion of multiple projects under the guidance of a Project Manager. You will help maintain program trackers, coordinate cross-functional meetings, and assist with vendor and reporting tasks.

The role requires collaboration with Legal, Compliance, Procurement, Marketing, and Data Analytics, plus experience with project/tools like Aha!, Jira, Asana, and Smartsheet.