Project Coordinator

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 Target Range: $22.50 /Hr. - $27.60 /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: 15%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 15%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

A Project Coordinator supports the successful planning, execution, and completion of projects by assisting the Project Manager and project team with various tasks. Generally working under direct supervision of a Project Manager, they are instrumental in maintaining project organization, communication, and resource allocation.

Responsibilities

• Maintain the program portfolio tracker and Aha! records for all SBB and Premier initiatives, including status, milestones, owners, dependencies, and risks.


• Coordinate recurring program meetings — agendas, materials, minutes, and action-item follow-through to closure.


• Serve as the intake point for cross-functional requests from Legal, Compliance, Procurement, Marketing, and Data Analytics; triage, route, and track to resolution.


• Support execution of rate changes and promotional offers across both deposit verticals, including tracking, validation, and payout reconciliation.


• Compile partner and referral program reporting for third-party relationships (e.g., Square, SoFi, Gusto, Lendio).


• Prepare Monthly Business Review materials and executive reporting inputs, including data pulls from Tableau and Salesforce.


• Assist with vendor invoice processing, purchase-order tracking, and procurement documentation for the program portfolio.


• Conduct competitor and market benchmarking research to support product and pricing discussions.


• Document recurring processes into runbooks and maintain the program documentation repository in audit-ready condition.


• Support platform and decommission initiatives with scheduling, issue logging, testing coordination, and status communication.

Qualifications

• Bachelor's degree, or an equivalent combination of education and directly relevant experience required.


• Two or more years of project coordination, program support, business operations, or analyst experience — banking, financial services, or another regulated industry required.


• Demonstrated ability to manage multiple concurrent workstreams and competing deadlines with a high degree of accuracy required.


• Advanced Microsoft Excel and PowerPoint skills; comfortable building executive-ready materials required.


• Strong written and verbal communication skills, with the ability to interact effectively with senior leaders and cross-functional partners.


• Detail-oriented with sound documentation discipline and follow-through.


• Able to work onsite in San Diego, CA in accordance with Axos policy.


• Experience with project or product management tooling (Aha!, Jira, Asana, Smartsheet, or similar) preferred.


• Familiarity with Salesforce, Tableau, and Workday preferred.


• Prior exposure to deposit products, small business banking, or private/premier banking preferred.


• Experience supporting audit, compliance, or vendor-management processes.


• Interest in process automation and AI-enabled workflow tooling preferred.

Axos Employee Benefits May Include

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

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.

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) We’re a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank – when the idea of banking online was almost unthinkable. Since then, we’ve evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.