Axos Bank

  • Deposits Relationship Manager

    Job Locations US-CA-Laguna Hills
    Back to Job Search

     < Click Here

    Job ID
    Job Type
    Regular Full-Time
    Commercial Banking - Sales
  • Description:

    Born digital, Axos BankTM 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! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX (NYSE: AX).   


    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.   


    Seeking experienced Deposits Relationship Management banking professional with proven ability to acquire and develop new client relationships to support Axos Bank’s deposit and fee income growth goals.  Preferred candidates will have business acquisition and cash/treasury management experience in one or more of the following segments: C&I, Bio, Fintech, Third-Party payment Processors, Healthcare, NFP, Private Schools and other specialty deposit rich sectors.

    • Pro-actively solicit new client relationships with middle market companies ($10 million plus in annual revenues), with emphasis on the following industries: C&I, Bio, Fintech, Third-Party payment Processors, Healthcare, NFP, Private Schools and other specialty deposit rich sectors
    • Strong business acumen and understanding of client operations
    • Capable of delivering appropriate cash/treasury management solutions
    • Possess sound judgment and acute critical thinking skills in order to use independent discretion in making relationship management decisions that balance client needs with bank business objectives (i.e., maintaining and growing relationships)
    • Responsible for outbound sales activity: direct calling, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media
    • Actively cross-selling appropriate banking solutions to new and existing clients. Actively manage portfolio for growth, risk mitigation, referral opportunity and retention
    • Work effectively with Marketing to develop, launch and manage targeted sales campaigns
    • Maintain current contact and client data records in Salesforce
    • Continually monitor practices of competitors and report findings to management, when appropriate
    • Develop a referral network of industry professionals

    Key Skill Sets or Knowledge Requirements:

    • Proven ability to acquire expand existing and grow new business relationships, driven by strong relationship management and prospecting skills
    • Strong sales acumen
    • Effective and professional written and verbal communication skills
    • Ability to multitask & prioritize effectively
    • Sound judgment and acute critical thinking skills that support independent discretion and decision-making ability (with guidance from supervisor)
    • Strong knowledge of bank compliance, including BSA
    • Word, PowerPoint and Excel proficient
    • Positive attitude, a “possibilities” thinker
    • Collaborative team player
    • Organized, with appropriate attention to detail
    • Self-starter, accountable for performance and decision-making, with ability to work with little supervision
    • Quick, risk-based thinking within guidelines of bank policy

    Desired Career Experience & Education Requirements:

    • 5+ years sales development and client relationship experience
    • Effective written and verbal communication skills
    • Compliance & BSA knowledge
    • Working knowledge of computer and programs, including CRM & contact management software
    • Bachelor’s Degree in business, finance, or related field preferred or equivalent industry work experience 


    • Account analysis and cash/treasury management 


    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.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed