Associate Relationship Manager

Posted 4 Hours Ago
Hiring Remotely in USA
Remote
110K-130K Annually
Junior
Fintech
The Role
Support Relationship Managers in vendor financing relationship growth by coordinating transactions, maintaining pipeline and CRM, preparing approvals and presentations, onboarding vendors, resolving inquiries, conducting market research, and assisting sales and operational teams while developing equipment finance and credit knowledge.
Summary Generated by Built In
Axos Bank

Target Range:

$110,000.00/Yr. - $130,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

This is a commission eligible role.

About This Job

The Associate Relationship Manager supports the development, management, and growth of vendor financing relationships across assigned market segments. Working closely with Relationship Managers and internal business partners, this role assists with transaction coordination, vendor support, pipeline management, and sales initiatives while developing a strong foundation in equipment finance, credit, and relationship management.
The Associate Relationship Manager serves as a key liaison between vendors and internal teams, helping ensure a high-quality customer experience and efficient execution of financing transactions. This position offers a growth path into a Relationship Manager role through increased responsibility and business development exposure.

Responsibilities:

  • Support Relationship Managers in the management and growth of vendor financing relationships
  • Assist with transaction intake, documentation collection, and coordination between Sales, Credit, Operations, Capital Markets, and Servicing teams
  • Prepare transaction summaries, pricing requests, presentation materials, and approval packages
  • Maintain accurate pipeline reporting, sales forecasts, and relationship activity within CRM and internal systems
  • Coordinate vendor onboarding activities, program implementation, and ongoing administrative support
  • Respond to vendor inquiries and assist in resolving operational or transaction-related issues
  • Monitor transactions throughout the underwriting, approval, documentation, and funding processes to help ensure timely execution
  • Participate in vendor calls, meetings, and presentations to strengthen relationships and gain industry knowledge
  • Conduct market, industry, and vendor research to identify growth opportunities and emerging trends
  • Assist with sales campaigns, marketing initiatives, and business development activities
  • Develop a working knowledge of equipment finance products, credit fundamentals, pricing methodologies, and sales processes
  • Support special projects and continuous improvement initiatives that enhance operational efficiency and customer experience
  • Maintain compliance with company policies, procedures, and regulatory requirements

Qualifications:

  • Bachelor’s degree preferred or equivalent experience in business, finance, sales, economics, or a related field
  • Strong organizational and time management skills with exceptional attention to detail
  • Effective verbal and written communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong analytical and problem-solving abilities
  • Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint

Axos Employee Benefits May Include:

  • Medical, Dental, Vision, and Life Insurance

  • Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)

  • 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 an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and 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 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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)

Skills Required

  • Bachelor's degree or equivalent experience in business, finance, sales, economics, or related field
  • Strong organizational and time management skills with exceptional attention to detail
  • Effective verbal and written communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong analytical and problem-solving abilities
  • Proficiency with Microsoft Office applications including Excel, Word, Outlook, and PowerPoint
  • Ability to pass credit check, criminal background check, and pre-employment drug screening (including marijuana)

Axos Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Axos Bank and has not been reviewed or approved by Axos Bank.

  • Healthcare Strength Health coverage includes medical, dental, and vision with multiple plan choices, plus HSA/FSA options and an Employee Assistance Program. Employer HSA contributions and extras like pet insurance and onsite fitness centers at some locations expand the wellness offering.
  • Leave & Time Off Breadth Time off includes around 15 days of vacation for new hires, paid sick leave, and up to 11 company holidays annually. Availability of certain perks and holiday specifics can vary by location or subsidiary, but the baseline PTO/holiday combination is broadly competitive.
  • Retirement Support A 401(k) with company match is offered alongside additional financial programs like a 529 plan, employee mortgage loans, and banking/trading perks. Automatic enrollment and structured matching underscore tangible retirement support for longer‑tenured employees.

Axos Bank Insights

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The Company
HQ: San Diego, CA
1,001 Employees
Year Founded: 2000

What We Do

Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide. Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it. Our mission is summed up in two words: Banking Evolved. Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition. Banking Evolved means continuously innovating and excelling in the following areas: • The incubation, creation and deployment of new businesses and tools that best serve our customers; • The evolution, optimization, delivery, distribution and marketing of our products; • The harnessing of data and technology to manage our business most effectively and efficiently; and • The development and engagement of our team members. To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business. As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements. As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability.

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