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Company

Axos Bank · 1 day ago

VP, Sr. Treasury Management Sales Officer

United States

Full-time

Remote

Mid, Senior Level

$130K/yr - $160K/yr

6+ years exp

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Banking

H1B Sponsor Likely

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Responsibilities

Oversee the treasury management sales process from initial consultation and sale through post-implementation follow-up to ensure the highest level of client satisfaction

Partner with Deposit Relationship Managers, Team Leaders and Sales Managers in the development and direct sale of depository and treasury management products and services to large and complex clients and prospects

Evaluate cash-flow, working capital and operational needs of clients and prospects to provide consultative recommendations on improving their business process using Axos Bank’s suite of Treasury Management, Foreign Exchange and Merchant Services product sets

Analyze prospects’ banking activity and prepare comprehensive pricing proposals

Prepare and perform ongoing/periodic relationship reviews.

Collaborate with management to develop a marketing strategy, establish sales objectives, and deploy new services and enhancements while focusing on the needs of top-tier clients

Actively track and maintain all sales pipeline opportunities and activities within Salesforce

Other duties as assigned

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Treasury ManagementSales Process ManagementClient Relationship ManagementCash Flow AnalysisCTP CertificationSalesforceConsultative SellingMarketing Strategy DevelopmentPortfolio ManagementPricing Proposals

Required

Bachelor's degree

6+ years' treasury management

Preferred

CTP

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

Company

Axos Bank

Glassdoor

3.6

Axos Bank is an online bank that assists consumers and businesses in managing their finances.

Founded in 2000

San Diego, California, USA

1001-5000 employees

https://www.axosbank.com/

H1B Sponsorship

Axos Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (24)

2022 (10)

2021 (6)