Sales Administrator I
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About The Position
The Sales Administrator role at Axos Bank is a vital administrative position that supports the Axos Premier and Invest divisions. This role encompasses a variety of responsibilities, including client onboarding, reconciliation, and Enhanced Due Diligence, while also engaging in client acquisition efforts. The Sales Administrator is expected to understand the company's responsible growth strategy, operations, and compliance initiatives, and work closely with Relationship Managers and Client Service Associates to achieve the company's acquisition goals. In this position, the Sales Administrator will manage the Salesforce case queue, ensuring that case acknowledgments are maintained within Service Level Agreements. The role also involves preparing, organizing, and storing financial statements and documentation in both paper and digital formats. The Sales Administrator will actively engage with inbound customer service requests via telephone and online channels, analyze spreadsheets to support Relationship Manager sales activities, and detail relevant statistics. Additionally, the role includes actively cross-selling appropriate banking solutions to both new and existing clients, and partnering with various lines of business, including Invest, Small Business, and Lending, to meet customers' financial needs. Overall, the Sales Administrator plays a crucial role in ensuring that the administrative functions of the sales process run smoothly and efficiently, contributing to the overall success of the bank's sales initiatives.
