Axos Bank

Licensed Premier Relationship Manager

Job Locations USA-CA-San Diego
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Job ID
2020-3825
Department
Premier
Position Type
Employee - Full Time
Company
Axos Bank

Axos

Born digital, Axos Bank has reinvented the banking model and grown to over $14 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital 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.   

 

Learn more about working here! 

The Role

  • Proactively solicit new HNW relationship for investment (brokerage and advisory), and deposit accounts, from the following sources:
    • Outbound call campaigns (40+ calls per day)
    • Internal referrals
    • Responding to Requests for Information
    • Center's of Influence (attorney's, CPAs, Financial Advisors, Realtors)
    • Networking
    • Social Media platforms (LinkedIn)
  • Maintain a working sales pipeline of new business
  • Manage the sales process from lead to funding
  • Manage leads, clients and opportunities via SalesForce
  • Ensure accurate and timely data for sales status via SalesForce
  • Actively cross sell additional bank products (Mortgage( to current clients
  • Retain and grow client deposit balances with exceptional service and regular communications
  • Leverage your own referral network for new sales and continually grow your sources of referrals

Are You A Fit?

  • Banking experience working with High Net Worth clients
  • Sales experience and ability to consistently meet quarterly goals
  • Comfortable making at least 40+ outbound sales calls per day (cold calling) as well as managing other duties
  • Self-starter
  • Strong professional network
  • Knowledge of SalesForce
  • Strong communication skills
  • Excellent time management and organizational skills
  • Ability to multi-task
  • Good phone skills
  • Bachelor's degree

Preferred: 

  • Bilingual English/Mandarin 
  • Experience in investment consulting or marketing brokerage and advisory products
  • Strong product knowledge of ETFs, MF, Stocks, Options, and Margin

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

Pre-Employment Drug Test:

 

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.  Axos Bank is a federally regulated banking institution.  At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

 

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.

 

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.

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