Commercial Banking Client Onboarding Associate
4 weeks ago
Axos Bank
Target Range:
$66,560.00/Yr. - $100,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 10%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
As a member of the Axos Commercial Banking team, the Client 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
Axos Employee Benefits May Include:
* 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
About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and 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 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.
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