Technical Sales Associate, Treasury Management

Axos Bank; San Diego (CA); On-site; USD 70,000 - 72,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins.

HSA or FSA account

401(k) Retirement Saving Plan with EMP

Employee Mortgage Loan Program

Job summary

Axos Bank is seeking a Technical Sales Associate, Treasury Management to support the sales, implementation, and ongoing servicing of Treasury Management solutions for commercial clients. You will provide expertise on cash management products, connectivity, APIs, SFTP, and ERP integrations during client meetings and proposals.

This role collaborates with Treasury Sales Consultants, Relationship Managers, Product, Operations, and Technology to deliver a seamless client experience and advance

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 2+ years of Treasury Management, cash management, or related financial services experience.
• Knowledge of Treasury Management products including ACH, wires, online banking, and account analysis.
• Familiarity with APIs, SFTP, host-to-host connectivity, and ERP integrations.

Responsibilities

• Support Treasury Management Sales Consultants and Relationship Managers in acquiring, expanding, and servicing client relationships
• Prepare pricing analyses, proposals, presentations, and sales documentation
• Assist clients with Treasury Management solutions, including payments, cash management, online banking, and connectivity services
• Coordinate onboarding and implementation activities with internal partners to ensure a seamless client experience
• Analyze client and portfolio data to identify growth opportunities and increase product utilization
• Support relationship reviews, gather client feedback, and help strengthen client engagement
• Maintain accurate pipeline and client activity records within CRM systems
• Resolve client inquiries and contribute to process improvement initiatives.

Skills

Analytical skills

Organizational skills

Problem-solving

Client service

Communication skills

CRM experience

Salesforce knowledge

Education

Bachelor-level degree or equivalent experience

Tools

Microsoft Office

Salesforce CRM

Job description

Axos Bank Target Range: $70,304.00/Yr. - $72,000.00/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: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job The Technical Sales Associate, Treasury Management supports the sales, implementation, and ongoing servicing of Treasury Management solutions for commercial and business banking clients. This role serves as a technical resource to Treasury Sales Consultants, Relationship Managers, clients, and internal partners by providing expertise on cash management products, payment systems, and connectivity solutions, including APIs, SFTP, host-to-host connectivity, and treasury technology integrations. The Technical Sales Associate participates in client and prospect meetings, prepares solution recommendations and pricing proposals, assists with implementation activities, and collaborates with Product, Operations, and Technology teams to deliver a seamless client experience. This position offers a strong development path toward greater client ownership and Treasury Management sales responsibilities.

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

Responsibilities:

• Support Treasury Management Sales Consultants and Relationship Managers in acquiring, expanding, and servicing client relationships
• Participate in client and prospect meetings to provide product, technical, and connectivity expertise
• Prepare pricing analyses, proposals, presentations, and sales documentation
• Assist clients with Treasury Management solutions, including payments, cash management, online banking, and connectivity services
• Coordinate onboarding and implementation activities with internal partners to ensure a seamless client experience
• Analyze client and portfolio data to identify growth opportunities and increase product utilization
• Support relationship reviews, gather client feedback, and help strengthen client engagement
• Maintain accurate pipeline and client activity records within CRM systems
• Resolve client inquiries and contribute to process improvement initiatives that enhance operational efficiency and service delivery
• Conduct ongoing market and competitive analysis - tracking new products, features, and connectivity trends
• Support special projects assigned by the FVP, Technical Sales, and other cross-functional initiatives as they arise

Qualifications:

• Bachelor’s degree in Business, Finance, Information Systems, Accounting, or a related field, or equivalent experience
• 2+ years of experience in Treasury Management, cash management, commercial banking, payments, client implementations, or a related financial services environment
• Knowledge of Treasury Management products, including ACH, wires, positive pay, remote deposit capture, online banking, and account analysis
• Familiarity with treasury technology solutions, including APIs, SFTP, host-to-host connectivity, and ERP integrations
• Strong analytical, organizational, problem-solving, and client service skills
• Excellent verbal, written, and presentation skills with the ability to communicate technical concepts effectively
• Proficiency with Microsoft Office and CRM platforms such as Salesforce CTP certification, or progress toward certification, is a plus

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

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.