Senior Treasury Management Client Services Associate

Role Overview

• Lead client training and support post onboarding for Treasury Management services, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox and Commercial Cards
• Execute white-glove Treasury Management client service through phone and email case management, delivering timely, accurate, and high-touch support
• Coordinate and support the delivery of Treasury Management products and services following implementation, ensuring completion within agreed upon time frames and in compliance with policies, procedures, and regulatory requirements
• Review client documentation, due diligence materials, and service agreements for accuracy, completeness, and adherence to control standards
• Obtain required internal approvals for Treasury Management services and access, as applicable
• Anticipate client needs by proactively addressing questions and offering solutions to simplify and enhance the client experience
• Assist with additional responsibilities as assigned, including contributing to the development and maintenance of reports, procedures, and process documentation

Requirements

• High school diploma
• 3+ years' treasury management client services onboarding and training
• Advanced knowledge of core treasury management products and services
• Excellent written and verbal communication skills
• Excellent time management and organizational skills

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