Treasury Management Sales Intern

Axos Bank; San Diego (CA); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Sick Leave

401(k) Employer Match

Self-Directed Trading Access

Networking with Executives

Corporate Finance Institute Courses

Onsite Gym near UTC

Job summary

Axos Bank invites you to a 12-week Summer Internship Program in San Diego, featuring hands-on banking experience, capstone project work, leadership sessions, and professional growth through Corporate Finance Institute trainings. Two session dates are available, with a broader learning experience across Commercial Banking and Treasury Management.

Responsibilities include onboarding, client service, process mapping, Salesforce tracking, and cross-team collaboration.

Qualifications

• Experience in banking or financial services is a plus.
• Strong communication and professionalism in responding to requests.

Responsibilities

• Assist with onboarding new client accounts and signer changes.
• Respond to internal and external requests within SLAs.
• Support development of process maps, procedures, and Rules of Engagement for sales teams.
• Input and track sales activities in Salesforce and provide operational feedback.
• Participate in projects across Commercial Banking and Treasury Management.
• Handle client service requests including account maintenance and user support.
• Collaborate with specialty deposit groups to understand client needs and service models.

Skills

Onboarding coordination

Salesforce data entry

Process mapping

Client service

Tools

Salesforce

Job description

Target Range

$20.00 - $22.00

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

About This Job

Join Axos Bank's immersive 12-week Summer Internship Program to gain hands-on experience, contribute to enterprise initiatives, and develop professional skills in a fast-paced, technology-driven financial environment. Along with your day-to-day job duties, you will take part in a capstone project, sessions with our business leaders, financial literacy training courses, Corporate Finance Institute trainings, and a volunteer day. Interns choose between one of two sessions.

Session 1: May 25 - August 13

Session 2: June 14 - September 3

The Treasury Management Sales Intern will support various teams within the Commercial Banking division, including client onboarding, sales operations, and treasury management. This role offers a hands-on opportunity to learn about banking processes, regulatory frameworks, and client service strategies in a fast-paced, technology-driven environment.

Responsibilities

• Assist with onboarding new client accounts and managing signer changes.


• Respond to internal and external requests professionally and within service-level agreements.


• Support the development of process maps, procedures, and "Rules of Engagement" for sales teams.


• Input and track sales team activities in Salesforce and provide operational feedback.


• Participate in strategic and operational projects across Commercial Banking and Treasury Management.


• Handle general client service requests, including account maintenance and user support.


• Collaborate with specialty deposit groups to understand client needs and service models.

Axos Intern Benefits May Include

• Sick Leave


• 401(k) Retirement Saving Plan with Employer Match Program


• Free Access to Self-Directed Trading


• Networking with Executives


• Corporate Finance Institute Courses


• Access to Onsite Gym and Walking Distance from UTC for San Diego Interns

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)