Relationship Manager, SBB

Posted Yesterday
Be an Early Applicant
San Diego, CA, USA
In-Office
20-25 Hourly
Mid level
Fintech
The Role
Manage and grow a portfolio of small business banking clients by building relationships, cross-selling bank products, opening and funding accounts, handling service inquiries, ensuring compliance (BSA/AML), and meeting assigned sales and deposit goals while collaborating with the Small Business Team.
Summary Generated by Built In
Axos Bank

Target Range:

$20.00/hr. - $25.00/hr.

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

Job Description Summary
The Small Business Banking Relationship Manager is responsible for managing and growing a portfolio of business banking clients. This role involves developing strong relationships with business owners, understanding their financial needs, and providing tailored banking solutions. The primary goal is to drive business growth by identifying and capitalizing on opportunities to cross-sell banking products and services.

Job Description

Responsibilities:

  • Grow and manage a portfolio of small business deposit accounts

  • Build and maintain strong relationships with existing and prospective business banking clients

  • Act as key point of contact for the small business owner

  • Generate new business calling on customer requests for information, setting phone appointments, making outbound calls, 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

  • Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions

  • 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

  • Responsible to meet individual assigned sales goals for deposits, fee income, and customer service satisfaction

  • Other duties as assigned from time to time by direct supervisor

Requirements:

  • Bachelor's degree

  • 3+ years' banking

  • Small business banking

  • 2+ years customer service experience

    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
    • 3+ years banking experience
    • Small business banking experience
    • 2+ years customer service experience

    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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