Treasury Management Client Services Specialist

Axos Bank; Centennial (CO); On-site; USD 70,000 - 72,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

Job summary

Axos Bank is seeking a Treasury Management Client Services Associate to deliver excellent client support for Commercial Banking clients using Treasury Management services. You will train clients post-onboarding, respond to inquiries, troubleshoot issues, and assist with onboarding new Treasury Management services while ensuring compliance and timely resolution.

The role emphasizes strong communication, product knowledge, and collaboration with the Treasury Management team under supervision.

Qualifications

• 2-4+ years of prior experience in Commercial Banking, Business Banking, Treasury Management or a similar role within a financial institution.
• Working knowledge of Treasury Management products and services.
• Excellent written and verbal communication skills with ability to interact professionally with clients.
• Excellent organizational and time management skills with ability to manage multiple client requests.

Responsibilities

• Provide client training and support for Treasury Management services post-onboarding across multiple services.
• Respond to client inquiries via phone, email, and virtual channels with detailed records.
• Troubleshoot product functionality issues and resolve client problems timely.
• Coordinate the implementation of new Treasury Management services with guidance from senior staff.
• Review client documentation for accuracy and compliance with standards.
• Obtain internal approvals for Treasury Management services as directed.
• Escalate complex issues to Senior Associates or management.
• Stay updated on Treasury Management products and internal procedures.
• Assist with documenting, reporting, and special projects.

Skills

Treasury Management

Client communication

Problem solving

Documentation

Education

High school diploma or equivalent

Tools

Online Banking platform

Job description

Axos Bank is seeking a Treasury Management Client Services Associate to deliver excellent client support for Commercial Banking clients using Treasury Management services. You will train clients post-onboarding, respond to inquiries, troubleshoot issues, and assist with onboarding new Treasury Management services while ensuring compliance and timely resolution.

The role emphasizes strong communication, product knowledge, and collaboration with the Treasury Management team under supervision.