VP, Sr. Treasury Management Sales Officer @ Axos Bank | Jobright.ai
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VP, Sr. Treasury Management Sales Officer jobs in United States
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Axos Bank · 9 hours ago

VP, Sr. Treasury Management Sales Officer

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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

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Raymond Matsumoto
Executive Vice President - Chief Operating Officer
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Mana Ionescu
FVP, Head of Digital Marketing
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Company data provided by crunchbase
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