Treasury Management Client Services Specialist II

Axos Bank; New York (NY); On-site; USD 70,000 - 72,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid time off (vacation) and holidays

HSA/FSA options

401(k) retirement with employer match

Employee mortgage loan program

Free Axos Bank account access

Job summary

Axos Bank seeks a Treasury Management Client Services Associate to deliver exceptional support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as the primary contact for product inquiries, onboarding support, and ongoing account maintenance.

You will apply solid product knowledge, ensure operational integrity, and uphold risk and control standards while collaborating with the Treasury Management team under supervision.

Qualifications

• High school diploma or equivalent.
• 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, 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

Client communications

Attention to detail

Time management

Problem solving

Tools

Treasury Management software

Job description

Axos Bank seeks a Treasury Management Client Services Associate to deliver exceptional support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as the primary contact for product inquiries, onboarding support, and ongoing account maintenance.

You will apply solid product knowledge, ensure operational integrity, and uphold risk and control standards while collaborating with the Treasury Management team under supervision.