Treasury Management Client Services Specialist

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

Benefits offered by this job

Medical Insurance

Paid time off

HSA/FSA

401(k) + 529

Employee mortgage program

Job summary

Axos Bank is seeking a Treasury Management Client Services Associate to deliver excellent client support for a portfolio of Commercial Banking clients. You will serve as a frontline contact for Treasury Management inquiries, onboarding support, and ongoing account maintenance.

The role emphasizes adherence to risk controls, operational integrity, and timely issue resolution. You will work with the Treasury Management team under senior guidance and may participate in special projects as needed.

Qualifications

• 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, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff
• Respond to Treasury Management client inquiries via phone, email, and virtual channels in a timely, accurate, and professional manner; maintain detailed records of client interactions
• Support client service delivery by troubleshooting product functionality issues, diagnosing problems, and working to resolve issues while adhering to quality and turnaround time standards
• Coordinate and support the implementation of new Treasury Management services and products with guidance from senior staff, ensuring compliance with policies and regulatory requirements
• Review client documentation, onboarding materials, and service agreements for accuracy, completeness, and compliance with established standards
• Obtain required internal approvals for Treasury Management services and access as directed
• Proactively address client questions and needs by researching issues, gathering information, and developing solutions; escalate complex matters to Senior Associates or management
• Maintain current knowledge of Treasury Management products, services, and internal procedures; stay informed of policy and process updates
• Support internal partners and team members in delivering excellent client outcomes; communicate issues and recommendations to management
• Assist with additional responsibilities as assigned by management, including documentation, reporting, data maintenance, and special projects

Skills

Communication skills

Organizational skills

Client service experience

Education

High school diploma or equivalent

Job description

Axos Bank is seeking a Treasury Management Client Services Associate to deliver excellent client support for a portfolio of Commercial Banking clients. You will serve as a frontline contact for Treasury Management inquiries, onboarding support, and ongoing account maintenance.

The role emphasizes adherence to risk controls, operational integrity, and timely issue resolution. You will work with the Treasury Management team under senior guidance and may participate in special projects as needed.