Born digital, Axos Bank has reinvented the banking model and grown to over $14 billion in assets since our founding in 2000.
With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol “AX” (NYSE: AX).
We bring together human insight and digital expertise to anticipate the needs of our customers.
Our team members are innovative, technologically sophisticated, and motivated to achieve.
The Opportunity
Plays a key role responsible for partnering, identifying, analyzing, selling and supporting treasury management products and services to established business customers and targeted prospective corporate clients or as self-sourced leads.
The Treasury Management Sales Officer contributes to the banks deposit growth strategies and goals.
Works independently and uses initiative in carrying out assignments; requiring minimal guidance from the sales leader.
The Role
• Oversee the treasury management sales process from initial consultation and sale through post-implementation follow-up to ensure the highest level of client satisfaction
• Partner with Deposit Relationship Managers and Sales Management in the development and direct sale of depository and treasury management products and services to new and existing relationships
• Evaluate cash-flow, working capital, and operational needs of clients and prospects to provide consultative recommendations on improving their business processes using Axos Bank’s suite of TM products and services
• Analyze prospects’ banking activity and prepare comprehensive pricing proposals
• Prepare and perform ongoing/periodic relationship reviews
• Collaborate with management to develop a marketing strategy, establish sales objectives, and deploy new services & enhancements while focusing on the needs of top tier clients
Are You A Fit?
• Bachelors degree or equivalent
• CTP preferred
• 6+ years of treasury management experience
• Direct experience with Specialty Deposit market verticals, notably Fintech and high-volume, complex payment originators
• Prior experience in a treasury management Sales role at a financial institution
Apply directly for consideration as we are not using any outside agencies for any of our openings
Pre-Employment 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 Bank 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.