Client Services professional leading Treasury Management and Commercial Banking teams to ensure client satisfaction and operational efficiency at Axos Bank.
Responsibilities
Support the FVP of Treasury Management and Commercial Banking to provide strategic oversight and leadership to Commercial Banking and Treasury Management Team Leads, ensuring effective client support, timely resolution of escalations, and delivery of an exceptional customer experience from onboarding through ongoing servicing
Lead process improvement initiatives and manage cross-functional projects aimed at enhancing operational efficiency, streamlining workflows, and driving continuous improvement
Drive innovation through the adoption and integration of AI-powered tools and technologies to optimize processes, improve service delivery, and enable data-driven decision-making
Act as the primary point of contact for complex and high-value clients, establishing strong relationships and understanding their unique needs
Provide comprehensive support for Treasury Management and Commercial Banking servicing teams, addressing inquiries, troubleshooting issues, and offering timely solutions
Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity
Articulate features and benefits to ensure customer understanding and proper use of services
Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution
Stay updated on industry trends, regulations, and best practices related to Commercial Banking, ensuring clients are well-informed and compliant
Monitor client satisfaction and gather feedback to drive continuous improvement in our services
Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of client services processes
Requirements
Bachelor's degree in finance, business administration, or a related field preferred
Minimum of 5 years of experience in client services, treasury management, or commercial banking operations
Minimum of 3 years of proven team management experience
Strong understanding of financial products, treasury management solutions, and commercial banking practices
Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships
Problem-solving mindset with a proactive approach to identifying and addressing client needs
Ability to manage multiple priorities, work under pressure, and meet deadlines
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
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