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Treasury Operations Associate
3 weeks ago
As a Treasury Operations Associate, you will perform the processing of new client onboardings and ongoing client maintenance within Axos Bank's suite of Treasury Management solutions. You will ensure individual output is at required levels of quality, prioritize assigned workflows, and ensure Service Level Agreements are met.
Responsibilities:
- Perform new Treasury Management builds for clients utilizing up to but not limited to the following Treasury Management services : Zenith integration services, Online Wires, ACH, Remote Deposit Capture, Mobile Deposit, Check Positive Pay, Information Reporting, Account Transfers, Stop Payments, FX Wires, Bill Pay, API Services, and Data File Services
- Review Treasury Management enrollment forms for accuracy and ensure proper approvals have been obtained for services
- Execute online maintenance requests including adding new accounts for services and performing online user and/or company maintenance as requested
- Follow departmental procedures and SLA's
- Ensure high-level of accuracy
Requirements:
- 2+ years of financial services experience preferably in the areas of Treasury Management support and Commercial banking
- Good written and verbal communication skills in English
- Understanding of the necessity and value of accuracy; ability to complete tasks with high levels of precision
- Maintain customer confidentiality
- Ability to work in a high-volume and process-oriented work environment