Treasury Management Client Services Associate II

Axos Bank

Client Services Associate providing support for Treasury Management services to Commercial Banking clients. Coordinating implementation, training, and ongoing account maintenance in fast-paced environment.

Posted 5/6/2026full-timeLos Angeles • California, Colorado, Nevada, New York • 🇺🇸 United StatesJuniorMid-Level💰 $70,304 - $72,000 per yearWebsite

About the role

Key responsibilities & impact

Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff
Respond to Treasury Management client inquiries via phone, email, and virtual channels in a timely, accurate, and professional manner; maintain detailed records of client interactions
Support client service delivery by troubleshooting product functionality issues, diagnosing problems, and working to resolve issues while adhering to quality and turnaround time standards
Coordinate and support the implementation of new Treasury Management services and products with guidance from senior staff, ensuring compliance with policies and regulatory requirements
Review client documentation, onboarding materials, and service agreements for accuracy, completeness, and compliance with established standards
Obtain required internal approvals for Treasury Management services and access as directed
Proactively address client questions and needs by researching issues, gathering information, and developing solutions; escalate complex matters to Senior Associates or management
Maintain current knowledge of Treasury Management products, services, and internal procedures; stay informed of policy and process updates
Support internal partners and team members in delivering excellent client outcomes; communicate issues and recommendations to management
Assist with additional responsibilities as assigned by management, including documentation, reporting, data maintenance, and special projects

Requirements

What you’ll need

High school diploma or equivalent
2-4+ years of prior experience in Commercial Banking, Business Banking, Treasury Management or a similar role within a financial institution
Working knowledge of Treasury Management products and services
Excellent written and verbal communication skills with ability to interact professionally with clients
Excellent organizational and time management skills with ability to manage multiple client requests

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury ManagementOnline BankingACHWiresBill PayRemote Deposit CaptureInformation ReportingPositive PayLockboxCommercial Cards

Soft Skills

communication skillsorganizational skillstime managementproblem-solvingclient supportattention to detailprofessionalismresearch skillscollaborationescalation

Certifications

High school diploma or equivalent