Relationship Onboarding Associate

3 weeks ago

New York, United States Axos Bank Full time

As a member of the Axos Commercial Banking team, the Relationship Onboarding Associate will manage the end-to-end onboarding process for new Commercial Banking clients. You will play a vital role to ensure a seamless client account onboarding experience. You will also work closely with clients to capture Treasury Management setup requirements. You will collaborate closely with internal stakeholders including Relationship Managers, Treasury Management Sales Officers, Operations and Compliance to facilitate a smooth transition for clients while adhering to defined service level agreements and providing an exceptional client experience. This role may support one or more of the following verticals: Title & Escrow, Family trust, EB5, 1031 Exchange, Entertainment, Property Management & HOA, Middle Market, Payment Processing, Cross Sell and Fiduciary.


Responsibilities:

  • Manage the end-to-end onboarding process for new Commercial Banking clients, including account setup, documentation and due diligence collection, and capture of Treasury Management services and Online Banking setup requirements
  • Work with clients directly and collaborate with Relationship Managers and Treasury Management Sales Officers to gather client requirements and ensure a thorough understanding of client needs and expectations
  • Conduct due diligence on clients to ensure compliance with regulatory guidelines and internal policies while working closely with Compliance and BSA officers to ensure adherence to anti-money laundering (AML), know-your-customer (KYC), and other regulatory requirements
  • Coordinate with internal Operations teams to ensure the timely and accurate setup of accounts, products, and Treasury Management services while ensuring compliance with internal policies and procedures related to client account and Treasury Management onboarding
  • Serve as a primary point of contact for clients during the onboarding process, addressing any inquiries or concerns promptly and professionally


Requirements:

  • Bachelor's degree
  • 3+ years of prior experience in Treasury Management, client onboarding, or a similar role within a financial institution
  • Solid understanding of banking products and services, particularly related to Treasury Management
  • Familiarity with regulatory requirements, including AML and KYC
  • Strong analytical skills with a keen eye for detail and accuracy
  • Excellent interpersonal and communication skills to effectively collaborate with internal teams and build relationships with clients
  • Ability to manage multiple priorities and work under time constraints in a fast-paced environment
  • Proficiency in using relevant software and systems, including Treasury Management platforms and Microsoft Office suite

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