AVP, Specialty Markets Client Services Associate

Job Summary and Opportunity
We are seeking a dedicated and experienced Client Services professional to join the Axos Specialty Markets Client Services team. You will provide direct client support in the areas of Treasury Management and Commercial Banking operations. As a key liaison between our clients and internal teams, you will play a pivotal role in ensuring the satisfaction and success of our clients within the Specialty Markets vertical. You will be responsible for ensuring individual output is at required levels, prioritizing assigned workflows, and monitoring daily tasks to ensure Service Level Agreements are met. Apply in-depth industry knowledge, as well as experience in Treasury Management and Commercial Banking Operations. Support systems and functions and maintain procedures to identify and resolve quality issues
Responsibilities

• Act as the primary point of contact for a portfolio of Specialty Market clients, establishing strong relationships and understanding their unique needs
• Provide comprehensive Treasury Management and Commercial Banking client support, address inquiries, troubleshoot issues, and offer timely solutions
• Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity. Articulate features and benefits to ensure customer understanding and proper use of services
• Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution
• Stay updated on industry trends, regulations, and best practices related to Specialty Markets, ensuring clients are well-informed and compliant
• Monitor client satisfaction and gather feedback to drive continuous improvement in our services
• Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of Client Services processes

Requirements

• Bachelor's degree
• 3+ years of experience in Client Services, Treasury Management, and Commercial Banking Operations within the Specialty Markets segment preferred
• Strong understanding of financial products, Treasury Management solutions, and Commercial Banking practices
• Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships
• Problem-solving mindset with a proactive approach to identifying and addressing client needs
• Ability to manage multiple priorities, work under pressure, and meet deadlines

Axos Employee Benefits Include

• Compensation for this position includes a Semi-Annual Bonus Plan
• 3 weeks' Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to Self-Directed Trading

APPLY DIRECTLY FOR CONSIDERATION
Born digital, Axos Bank has reinvented the banking model and grown to over $18.7 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.
Learn more about working here!
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.
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