Project Coordinator

Axos Bank • San Diego, CA

13d • Onsite

About The Position

A Project Coordinator supports the successful planning, execution, and completion of projects by assisting the Project Manager and project team with various tasks. Generally working under direct supervision of a Project Manager, they are instrumental in maintaining project organization, communication, and resource allocation.

Requirements

• Bachelor's degree, or an equivalent combination of education and directly relevant experience required.
• Two or more years of project coordination, program support, business operations, or analyst experience — banking, financial services, or another regulated industry required.
• Demonstrated ability to manage multiple concurrent workstreams and competing deadlines with a high degree of accuracy required.
• Advanced Microsoft Excel and PowerPoint skills; comfortable building executive-ready materials required.
• Strong written and verbal communication skills, with the ability to interact effectively with senior leaders and cross-functional partners.
• Detail-oriented with sound documentation discipline and follow-through.
• Able to work onsite in San Diego, CA in accordance with Axos policy.

Nice To Haves

• Experience with project or product management tooling (Aha!, Jira, Asana, Smartsheet, or similar) preferred.
• Familiarity with Salesforce, Tableau, and Workday preferred.
• Prior exposure to deposit products, small business banking, or private/premier banking preferred.
• Experience supporting audit, compliance, or vendor-management processes.
• Interest in process automation and AI-enabled workflow tooling preferred.

Responsibilities

• Maintain the program portfolio tracker and Aha! records for all SBB and Premier initiatives, including status, milestones, owners, dependencies, and risks.
• Coordinate recurring program meetings — agendas, materials, minutes, and action-item follow-through to closure.
• Serve as the intake point for cross-functional requests from Legal, Compliance, Procurement, Marketing, and Data Analytics; triage, route, and track to resolution.
• Support execution of rate changes and promotional offers across both deposit verticals, including tracking, validation, and payout reconciliation.
• Compile partner and referral program reporting for third-party relationships (e.g., Square, SoFi, Gusto, Lendio).
• Prepare Monthly Business Review materials and executive reporting inputs, including data pulls from Tableau and Salesforce.
• Assist with vendor invoice processing, purchase-order tracking, and procurement documentation for the program portfolio.
• Conduct competitor and market benchmarking research to support product and pricing discussions.
• Document recurring processes into runbooks and maintain the program documentation repository in audit-ready condition.
• Support platform and decommission initiatives with scheduling, issue logging, testing coordination, and status communication.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level