Transaction Manager overseeing the lending lifecycle for commercial real estate at Citi. Leading team development and ensuring compliance with operational standards in Delaware and Florida locations.
About the role
- Client Services professional leading Treasury Management and Commercial Banking teams to ensure client satisfaction and operational efficiency at Axos Bank.
Responsibilities
- Support the FVP of Treasury Management and Commercial Banking to provide strategic oversight and leadership to Commercial Banking and Treasury Management Team Leads, ensuring effective client support, timely resolution of escalations, and delivery of an exceptional customer experience from onboarding through ongoing servicing
- Lead process improvement initiatives and manage cross-functional projects aimed at enhancing operational efficiency, streamlining workflows, and driving continuous improvement
- Drive innovation through the adoption and integration of AI-powered tools and technologies to optimize processes, improve service delivery, and enable data-driven decision-making
- Act as the primary point of contact for complex and high-value clients, establishing strong relationships and understanding their unique needs
- Provide comprehensive support for Treasury Management and Commercial Banking servicing teams, addressing inquiries, troubleshooting issues, and offering timely solutions
- Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity
- Articulate features and benefits to ensure customer understanding and proper use of services
- Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution
- Stay updated on industry trends, regulations, and best practices related to Commercial Banking, ensuring clients are well-informed and compliant
- Monitor client satisfaction and gather feedback to drive continuous improvement in our services
- Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of client services processes
Requirements
- Bachelor's degree in finance, business administration, or a related field preferred
- Minimum of 5 years of experience in client services, treasury management, or commercial banking operations
- Minimum of 3 years of proven team management experience
- Strong understanding of financial products, treasury management solutions, and commercial banking practices
- Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships
- Problem-solving mindset with a proactive approach to identifying and addressing client needs
- Ability to manage multiple priorities, work under pressure, and meet deadlines
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
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