Technical Sales Associate, Treasury Management

Axos Bank

Target Range:
$70,304.00/Yr.

- $72,000.00/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: 5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
The Technical Sales Associate, Treasury Management supports the sales, implementation, and ongoing servicing of Treasury Management solutions for commercial and business banking clients. This role serves as a technical resource to Treasury Sales Consultants, Relationship Managers, clients, and internal partners by providing expertise on cash management products, payment systems, and connectivity solutions, including APIs, SFTP, host-to-host connectivity, and treasury technology integrations.
The Technical Sales Associate participates in client and prospect meetings, prepares solution recommendations and pricing proposals, assists with implementation activities, and collaborates with Product, Operations, and technology teams to deliver a seamless client experience. This position offers a strong development path toward greater client ownership and Treasury Management sales responsibilities.
Responsibilities:

• Support Treasury Management Sales Consultants and Relationship Managers in acquiring, expanding, and servicing client relationships
• Participate in client and prospect meetings to provide product, technical, and connectivity expertise
• Prepare pricing analyses, proposals, presentations, and sales documentation
• Assist clients with Treasury Management solutions, including payments, cash management, online banking, and connectivity services
• Coordinate onboarding and implementation activities with internal partners to ensure a seamless client experience
• Analyze client and portfolio data to identify growth opportunities and increase product utilization
• Support relationship reviews, gather client feedback, and help strengthen client engagement
• Maintain accurate pipeline and client activity records within CRM systems
• Resolve client inquiries and contribute to process improvement initiatives that enhance operational efficiency and service delivery
• Conduct ongoing market and competitive analysis - tracking new products, features, and connectivity trends
• Support special projects assigned by the FVP, Technical Sales, and other cross-functional initiatives as they arise

Qualifications:

• Bachelor’s degree in Business, Finance, Information Systems, Accounting, or a related field, or equivalent experience
• 2+ years of experience in Treasury Management, cash management, commercial banking, payments, client implementations, or a related financial services environment
• Knowledge of Treasury Management products, including ACH, wires, positive pay, remote deposit capture, online banking, and account analysis
• Familiarity with treasury technology solutions, including APIs, SFTP, host-to-host connectivity, and ERP integrations
• Strong analytical, organizational, problem-solving, and client service skills
• Excellent verbal, written, and presentation skills with the ability to communicate technical concepts effectively
• Proficiency with Microsoft Office and CRM platforms such as Salesforce
• CTP certification, or progress toward certification, is a plus

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…