What are the responsibilities and job description for the Commercial Banking Associate position at Axos Bank?
The Opportunity:
The Role:
Rotations:
Professional Development:
Responsibilities:
- Work with Commercial Client On-Boarding team on the preparation of documents, conducting due diligence and preparation of account for approval and on-boarding.
- Draft client account schematics for pitch decks and assist with preparation of other sales-related materials
- Fulfill client service requests pertaining to their deposit relationship.
- Assist with customer training and perform installation of services post onboarding of new Treasury Management Services. Articulate features and benefits to ensure customer understanding and proper use of services.
- 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.
- Perform monthly processes related to Account Analysis billing and revenue capture, ensuring accurate and complete revenue capture and strong controls.
- Update training collateral and guides for Treasury Management product set.
- Serve as project support and project lead on various strategic and operational initiatives and take the lead on process and continuous improvements throughout rotations.
- Self-educate on lending products and services, understanding the full banking relationship between clients and Axos Bank.
- Work with Commercial Deposit Sales to deliver quality customer service to prospects and clients. Learn about the client process from the discovery phase to client training.
- Recent college graduates who have completed, within the previous two years, a bachelor’s degree in any major. Extensive work experience is not a requirement, but dedication to learning is vital.
- Authorization to work in the United States with no restrictions; please note that we are unable to sponsor visas for this position
- A willingness and ability to rotate as needed to areas critical to the success of the organization
- Ability to work both independently as well as part of team
- Organizational skills, a high degree of self-motivation, initiative, and leadership potential
- A positive attitude, professionalism, maturity, and insight throughout interactions with clients and business partners
- Strong communication, interpersonal, and relationship-building skills
- Intellectual curiosity
- Willingness to take on administrative, repetitive, or mundane tasks, with the goal of developing ways to automate or improve the process or procedure
- Ability to adapt to changing business needs and priorities
- Professionalism and capacity to work under pressure and deliver on tight deadlines
- Analytical skills with strong attention to detail
- Proficient with Excel and PowerPoint
- Compensation for this position includes a Semi-Annual Bonus Plan
- 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
- 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 Self-Directed Trading
Born digital, Axos Bank has reinvented the banking model and grown to over $18.7 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Pre-Employment 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 Bank 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.
