Commercial Banking Associate
About The Position
Commercial Banking Associates, will be assigned to rotations in Sales, Operations, Product Management and Revenue Management based on prioritized business needs. The sequence of the rotations will be tailored to the company's needs matched with the associate’s strengths, experience, and development progress. Timing and length of rotations will be six months, with exceptions for shorter or longer assignments based on workload and business needs. Perform monthly processes related to Account Analysis billing and revenue capture, ensuring accurate and complete revenue capture and strong controls. Set up new clients, services, accounts, and users on a broad array of treasury management applications, including Online Banking, ACH, Wire, Bill Pay, Remote Deposit, and Positive Pay. Serve as project support and project lead on various strategic and operational initiatives and take the lead on process and continuous improvements throughout rotations. Work with Commercial Client On-Boarding team on the preparation of documents, conducting due diligence and preparation of account for approval and on-boarding. 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. We’re a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank – when the idea of banking online was almost unthinkable. Since then, we’ve evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.
Responsibilities
- Perform monthly processes related to Account Analysis billing and revenue capture, ensuring accurate and complete revenue capture and strong controls.
- Set up new clients, services, accounts, and users on a broad array of treasury management applications, including Online Banking, ACH, Wire, Bill Pay, Remote Deposit, and Positive Pay.
- Serve as project support and project lead on various strategic and operational initiatives and take the lead on process and continuous improvements throughout rotations.
- Work with Commercial Client On-Boarding team on the preparation of documents, conducting due diligence and preparation of account for approval and on-boarding.
Benefits
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
- 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 an Axos Bank Account with Self-Directed Trading
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
