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Job Details

Commercial Banking Client Manager

Location
San Diego, CA, United States

Posted on
Nov 29, 2021

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AxosnBorn digital, Axos Bank has reinvented the banking model and grown to over $14 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol AX (NYSE: AX).   n nWe bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.   n nLearn more about working here! nThe OpportunitynAs our Commercial Banking Client Manager you will have a variety of functions related to back office operational account and processing requests.nThe Rolenn New accounts processingn n Boarding and review of new accountsn Account vesting changesn n Work as a liaison between Commercial banking in the opening and maintenance of accountsn Cash managementn n Cash management agreement reviewn Account analysis implementationn n Daily callback and auditn Work closely with Sales and Commercial support teamsn Handle complex account research requestsn Conduct thorough due diligence and on-board new account relationships, to support assigned Commercial Relationship Manager(s)n Maintain strong client relationships through regular client contactn Liaison between customer/prospect, Commercial RM, and other business partnersn Work effectively with business partners in Treasury Management and BSA/Compliance to ensure appropriate solutions are within the bank's policy and procedures, guidelinesn Manage weekly reports required to monitor call and business growth success (e.g. Salesforce pipeline and management reports)n Fulfill service requests from clients and recommend additional banking solutions, as identifiedn Up to date on all regulatory guidelines and audit requirementsn Assist in the creation and updating of procedures as neededn Other general support activities as needed by business unitnnAre You A Fit? nn High school diploman 3  years' retail, business, or commercial bankingn Client-facing sales and/or operational servicennPreferred:nn Bachelor's degreenn Apply directly for consideration as we are not using any outside agencies for any of our openingsnPre-Employment Drug Test:n nAll 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.n nEqual Employment Opportunity:n nAxos Bank 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.n nJob Functions and Work Environment:n nWhile 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, tele****T08:00:00.000Z,title:Commercial Banking Client Manager,directApply:true,@context:****

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