Axos Bank

Premier Relationship Manager

Job Locations USA-CA-HQ, San Diego
Job ID
2022-5998
Department
Advisor
Position Type
Employee - Full Time
Company
Axos Bank

Job Summary and Opportunity

Relationship Managers create and foster relationships with clients and partners. They introduce banking and investment financial solutions, deepen relationships with clients and provide ongoing support across a broad range of client needs.  Licensed RM’s understand the company’s responsible growth strategy, operations, and compliance initiatives.  RM's are focused on increasing assets and generating revenue to the bank

Responsibilities

  • Responsible to meet individual assigned sales goals of deposit, mortgage, invest account generation, fee income and new relationships to the bank
  • Educate clients on alternative banking solutions including investment vehicles and non-FDIC insured products
  • Actively engages with customer portfolio for growth, risk mitigation, referral opportunity and retention
  • Responsible for forming and maintaining connections with clients through Customer Relationship Management strategies
  • Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing
  • Actively cross-sells appropriate banking solutions to new and existing clients. Partners with Invest, Small Business, Lending, and other LOBs to meet customers financial needs

Requirements

  • Bachelor's degree
  • 3+ years’in financial
  • Team or technical supervision
  • Expertise and experience with complex technical activities; sales management, project management, and specialty banking

Preferred:

  • Series 7 & 66

APPLY DIRECTLY FOR CONSIDERATION

Born digital, Axos Bank has reinvented the banking model and grown to over $15 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! 

 

 

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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