Technical Sales Associate, Treasury Management

Axos Bank

. Support Treasury Management Sales Consultants and Relationship Managers in acquiring, expanding, and servicing client relationships .

Posted 10/14/2026full-timeUnited StatesJuniorMid-Level💰 $70,304 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management solutions, including payments, cash management, and online banking, while effectively supporting client relationships and implementing technical solutions. Strong analytical and communication skills are essential for identifying growth opportunities and enhancing client engagement.

Highest-signal resume keywords

Treasury ManagementClient ImplementationsAnalytical SkillsMicrosoft OfficeCTP Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management ProductsPaymentsCash ManagementOnline BankingData AnalysisPricing AnalysisProposal PreparationMarket AnalysisClient DocumentationProcess Improvement

Soft Skills

Client Service SkillsOrganizational SkillsProblem-Solving SkillsVerbal CommunicationWritten Communication

Tools & Technologies

CRM SystemsSalesforceAPIsSFTPHost-to-Host ConnectivityERP Integrations

Certifications & Qualifications

CTP Certification

Industry Keywords

Commercial BankingFinancial ServicesClient RelationshipsConnectivity ServicesPortfolio Data

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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
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
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

Requirements

What you’ll need

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
Successfully pass a credit check, criminal background check, and pre-employment drug screening
Must meet employment eligibility requirements under the U.S. E-Verify program

Benefits

Comp & perks

Eligible for an Annual Discretionary Cash Bonus Target: 5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave
3 weeks’ Vacation
Holidays (about 11 a year)
HSA or FSA account
Other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program
529 Savings Plan
Employee Mortgage Loan Program
Free access to an Axos Bank Account with Self-Directed Trading