Axos Bank

  • Commercial Client Manager

    Job Locations US-CA-San Diego
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    Job ID
    2018-2451
    Job Type
    Regular Full-Time
    Department
    Inside Sales
  • Description:

    Born digital, Axos BankTM is publicly traded on the New York Stock Exchange (NYSE: AX). Axos Bank has reinvented the banking model, growing to nearly $10 billion in assets in just 19 years. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 online banks in the country! 

     

    We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.   

    • Conduct thorough due diligence and on-board new account relationships, to support assigned Commercial Relationship Managers with Axos Fiduciary Services
    • Maintain strong client relationships through regular client contact. Act as liaison between customer/prospect, Axos Fiduciary Services, and other business partners
    • Work effectively with business partners in Cash Management, Deposit Operations, BSA/Compliance to ensure appropriate solutions within the bank's policy and procedures guidelines
    • Manage weekly reports required to monitor call and business growth success (e.g. Salesforce pipeline and management reports)
    • Fulfill service requests from clients and recommend additional banking solutions, as identified
    • Other general support activities as needed by business unit

    Key Skill Sets or Knowledge Requirements:

    • Strong customer service and sales acumen
    • Successful written and verbal communication skills
    • Basic knowledge of Bank Compliance, including  BSA
    • Word and Excel proficient
    • Positive attitude, collaborative Team Player
    • Problem-solving, good critical thinking skills
    • Organized and detail oriented effectively managing multiple tasks and priorities
    • Ability to work well with little supervision

     

    Desired Career Experience & Education Requirements:

    • 3+ years previous small business banking and cash experience or strong general business acumen and knowledge of various industries and business models
    • Bankruptcy and Specialty Deposits
    • Client-facing sales and service experience
    • Knowledge of CRM/Contact Management system 
    • Campaign development and management
    • High School diploma
    • Continuing career development in sales, service, cash management, accounting, credit

    Preferred:

    • Bachelors degree with business, law or political science
    • Experience in Municipalities, REITs, Third-Party Payment Processing and/or Healthcare
    • Salesforce
    • Bilingual-Mandarin or Vietnamese

    Apply directly for consideration as we are not using any outside agencies for any of our openings  

     

    Job Functions and Work Environment:

     

    While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

     

    The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

     

     

    Equal Employment Opportunity:

     

    Axos Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

     

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