Axos Bank

VP, Premier Banking/Invest

Job Locations USA-CA-San Diego
Back to Job Search

 < Click Here

Job ID
2021-4437
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 Opportunity

The Vice President High Net Worth sales is responsible for increasing the deposit portfolio and investment portfolios of our high-net-worth division (Premier) profitably, by acquiring more clients and customers as well as expanding existing relationships. This mission is highly dependent on the ability to identifying new lead sources, structure to scale our sales processes, optimize our value proposition and product mix, and expand existing relationships.  This role combines strong sales and financial acumen process improvement experience, and an ability to get things done. This individual is seen as a business leader, responsible for inspiring, managing and growing the sales teams, from monitoring lead pipeline, conversion rates and contact strategies, managing expenses.  This leader will make data driven business decisions that demonstrate a high level of accountability in a rapidly changing business environment, ensuring the service levels and operational outputs exceeds our customer's expectations. To be successful in this role, the candidate must demonstrate strong strategic vision, sales acumen, collaboration, and leadership skills. 

The Role

  • Creates and drives the strategic High Net Worth division of the Consumer Deposits group to ensure its efficiencies and capability to carry out business initiatives
  • Grow the deposit portfolio and investment portfolio from these divisions while ensuring that resources are allocated appropriately, and strategic goals are met in accordance with established metrics and business plans
  • Develops and implements continuous improvement and near time sales processes
  • Drives change and innovation within the Consumer Deposit and Axos Invest processes by championing performance and efficiencies
  • Provide engaged leadership, including coaching and development, hiring, setting, and monitoring of annual performance goals; drive and foster organization-wide performance standards, expectations, and practices to support ongoing team member and process development

Are You A Fit?

  • 5+ years' sales management in the financial services industry
  • Proven history of turning businesses around and achieving goals under time constraints.
  • Proven track record in effective leadership and increasing sales processes, from sourcing new leads, optimizing value proposition to converting leads into clients and customers
  • Experience with staff performance evaluations and knowledge of customer service metrics
  • Experience managing both inbound and outbound teams
  • Comfortable working in a fast-paced organization, particularly data-driven.
  • Securities Licensed 7, 66, 26, or 24

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.

Options

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