Treasury Management Sales Analyst

Axos Bank • San Diego, CA

21d

About The Position

The Treasury Management Analyst (TMA) is responsible for supporting Treasury Management Sales Officers in the treasury sales process and ongoing relationship management within an assigned portfolio. This includes, but is not limited to pricing proformas, prospect proposals, solution presentations, and relationship reviews.

Requirements

• High school diploma
• 1+ year's of experience in treasury management, banking, financial services, or a related field preferred
• Strong analytical and problem-solving skills, with the ability to interpret financial data
• Excellent communication and interpersonal skills, with a client-centric approach
• Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment

Responsibilities

• Develop and apply foundational knowledge of Treasury Management and Commercial Banking
• Collaborate with TMSO to develop knowledge and understanding of a client’s business to recommend basic treasury management solutions
• Assist the TMSO in deepening the client relationship through meeting research, preparation, presentations, follow-ups, and pipeline tracking to drive fee income goals
• Complete documentation and on-boarding forms accurately for new and/or existing cash management services
• Partners with Operations and other teams to support client inquiries and escalates as needed in a timely fashion
• Actively document and report TM opportunities via Salesforce and/or other applicable tracking systems
• Conducts additional duties and/or projects as assigned by Head of Treasury Management and Sales Team Lead

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: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees