Axos Bank

Business Banking Specialist / Relationship Manager

Job Locations USA-CA-San Diego
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Job ID
2021-4407
Department
Small Business Deposits
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

  • Grow and manage a portfolio of small business deposit accounts
  • Act as key point of contact for the small business owner
  • Generate new business calling on customer requests for information, opening new accounts, following up for funding on new accounts, and cross-selling other bank products
  • Retain existing business by handling rate negotiations and addressing customer’s needs to add value
  • Handle incoming phone calls and service existing customers
  • Work with others on the Small Business Team to ensure fast and efficient processing of accounts
  • Manage risk and ensure compliance with BSA/AML regulations to drive quality for new and/or existing relationships

Are You A Fit?

  • High School Diploma
  • Manage a pipeline of prospects using Salesforce and other systems
  • Sales driven and comfortable meeting deadlines for production
  • General banking knowledge including experience with various business types and how they operate as well as traditional bank regulations and policies
  • Analytical skills; review and interpret complex data (determining risk, assessing complexity of accounts...)
  • Manage your time and capacity and work well independently with little supervision
  • Work the hours needed to meet new account funding goals
  • Provide excellent customer service and comfortable speaking with customers over the phone
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Excellent interpersonal skills; ability to collaborate with and work effectively within a team atmosphere

Preferred:

  • General knowledge of and experience reviewing Business Entity Documentation
  • Relationship Management
  • Customer Service  

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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