Technical Sales Associate, Treasury Management

Axos Bank • San Diego, CA

3d

About The Position

The Technical Sales Associate, Treasury Management supports the sales, implementation, and ongoing servicing of Treasury Management solutions for commercial and business banking clients. The role provides technical expertise on cash management products, payment systems, and connectivity solutions—including APIs, SFTP, host-to-host connectivity, and treasury technology integrations—to Treasury Sales Consultants, Relationship Managers, clients, and internal partners.

The associate participates in client and prospect meetings, prepares solution recommendations and pricing proposals, assists with implementation, and works with Product, Operations, and Technology teams to deliver a seamless client experience. The position offers a development path toward greater client ownership and Treasury Management sales responsibilities.

Requirements

• Bachelor’s degree in Business, Finance, Information Systems, Accounting, or a related field, or equivalent experience.
• At least 2 years of experience in Treasury Management, cash management, commercial banking, payments, client implementations, or a related financial services environment.
• Knowledge of Treasury Management products, including ACH, wires, positive pay, remote deposit capture, online banking, and account analysis.
• Familiarity with treasury technology solutions, including APIs, SFTP, host-to-host connectivity, and ERP integrations.
• Strong analytical, organizational, problem-solving, and client service skills.
• Excellent verbal, written, and presentation skills, including the ability to communicate technical concepts effectively.
• Proficiency with Microsoft Office and CRM platforms such as Salesforce.

Nice To Haves

• CTP certification, or progress toward certification.

Responsibilities

• Support Treasury Management Sales Consultants and Relationship Managers in acquiring, expanding, and servicing client relationships.
• Participate in client and prospect meetings to provide product, technical, and connectivity expertise.
• Prepare pricing analyses, proposals, presentations, and sales documentation.
• Assist clients with Treasury Management solutions, including payments, cash management, online banking, and connectivity services.
• Coordinate onboarding and implementation activities with internal partners to ensure a seamless client experience.
• Analyze client and portfolio data to identify growth opportunities and increase product utilization.
• Support relationship reviews, gather client feedback, and help strengthen client engagement.
• Maintain accurate pipeline and client activity records within CRM systems.
• Resolve client inquiries and contribute to process improvement initiatives that enhance operational efficiency and service delivery.
• Conduct ongoing market and competitive analysis, tracking new products, features, and connectivity trends.
• Support special projects assigned by the FVP, Technical Sales, and other cross-functional initiatives as they arise.

Benefits

• Medical, dental, vision, and life insurance.
• Paid sick leave, three weeks of vacation, and holidays (about 11 per year).
• HSA or FSA account and other voluntary benefits.
• 401(k) Retirement Saving Plan with Employer Match Program.
• 529 Savings Plan.
• Employee Mortgage Loan Program.
• Free access to an Axos Bank Account with Self-Directed Trading.
• Eligible for an annual discretionary cash bonus target of 5%.
• Eligible for an annual discretionary restricted stock units bonus target of 5%; discretionary target bonuses may be awarded semi-annually based on achievement of performance goals and targets.

What This Job Offers

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