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Now Hiring - Financial Services Relationship Manager, SBB in San Diego, CA

Financial Services Relationship Manager, SBB in San Diego, CA

Axos Bank
Base Salary Yes (amount not posted)
Total Comp: NA
Quick Apply Save
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Banking & Lending
To Whom Financial Services
Location: San Diego, CA
3.6
Job Summary and Opportunity:
Axos Bank is looking for a Relationship Manager to join our rapidly growing Small Business Banking Department. The Relationship Manager will work as part of the team to support in reaching sales goals as well as servicing existing customers in the dynamic and fast-paced Small Business Banking Department. We rely on the collaborative creativity, intelligence, curiosity and innovation of our employees. We’re tech-savvy problem-solvers who are competitive and hungry for success. The Small Business Banking Relationship Manager role is an integral part of the bank’s small business segment.

Responsibilities:
  • Responsibility for growth and management of a portfolio of small business deposit accounts and acting as the key point of contact for the small business owner
  • Spends the majority of time generating new business by calling on customer requests for information, opening new accounts, following up for funding on new accounts, and cross-selling other bank products
  • Retains existing business by handling rate negotiations and addressing customer’s needs to add value
  • Handles incoming phone calls and servicing for existing customers
  • Works with others on the small business team to ensure fast and efficient processing of accounts
  • Manages risk and ensures compliance with BSA/AML regulations to drive quality for new and/or existing relationships
  • Other duties as assigned from time to time by your direct supervisor
Requirements:
  • High school diploma
  • 2+ years' in banking
  • Ability to manage a pipeline of prospects using Salesforce and other systems
  • Experience in sales 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.
    • Proven analytical skills; ability to review and interpret complex data ( determining risk, assessing complexity of accounts, etc.)
    • Efficiently manages time and capacity and ability to work independently with little supervision
    • Work the hours needed to meet new account funding goals
    • Provide excellent customer service and be comfortable speaking with customers over the phone
    • Is an 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:
  • Bachelor's degree
Axos Employee Benefits Include:
  • Compensation for this position includes a Comission Plan
  • 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
  • HSA or FSA account and other voluntary benefits
  • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
  • Employee Mortgage Loan Program and free access to Self-Directed Trading
APPLY DIRECTLY FOR CONSIDERATION:

Born digital, Axos Bank has reinvented the banking model and grown to over $18.7 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.


#AxosBank

Axos Bank
Company Size
1001 to 5000 Employees
Founded
2000
They Sell
Banking & Lending
To Whom
Financial Services
Website
www.axosbank.com
Revenue
$500 million to $1 billion (USD)

Axos Bank is currently hiring for 3 sales positions
Axos Bank has openings in: CA, & NV
The average salary at Axos Bank is:

3 Yes (amount not posted)

Axos Bank
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Axos Bank

Axos Bank is currently hiring for 3 sales positions
Axos Bank has openings in: CA, & NV
The average salary at Axos Bank is:

3 Yes (amount not posted)