Robert Boman
VP, Treasury Management
- Role
- VP, Treasury Management Sales Officer at Axos Bank
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
Experience
VP, Treasury Management Sales Officer
Sep 2022 — Present · San Diego, CA, US
Support the sales team in their efforts to acquire and retain treasury management clients. Responsible for developing and maintaining relationships with clients and prospective clients. Able to understand the clients\' financial needs and offer appropriate treasury management solutions that will help them manage their cash flows more efficiently.Responsible for coordinating and executing treasury management product implementations. Ensuring that clients have a seamless onboarding experience and that all treasury management products and services are set up correctly and functioning as intended.
Education
San Diego State University
Bachelor of Arts (B.A.), Philosophy
2005 — 2010
Skills
- Loan Origination
- Complex Sales
- Financial Analysis
- Payroll
- New Business Development
- Streamlining Work Processes
- Marketing Strategy
- Business Strategy
- Critical Thinking
- Merchant Services
- Philosophical Theology
- Account Management
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