Target Range:
$25.00/Hr. - $31.50/Hr.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
The Sr. Relationship Associate supports sales enablement, performance management, forecasting, and business optimization initiatives across commercial deposit teams. This role is well suited for an analytical, data-driven professional seeking to build a strong foundation in sales operations and administration while developing toward a future client-facing relationship management career path. Serving as a critical link between clients and internal partners, the position helps ensure exceptional service delivery, regulatory compliance, operational efficiency, and effective coordination across commercial deposit teams, Salesforce, and external vendors.Responsibilities:
- Collaborate with Relationship Managers, Treasury Sales Officers, Operations, and Compliance to ensure a smooth transition and adherence to customer experience standards
- Lead Salesforce and ZoomInfo integration efforts to enhance lead generation and data accuracy
- Develop and distribute standardized monthly performance and forecast reports to leadership
- Administer Commercial Deposits user onboarding in Salesforce, reducing setup time and improving scalability
- Conduct due diligence and ensure compliance with AML, KYC, and internal policies
- Coordinate with internal teams to automate pipeline and deal reporting, maintaining 90%+ data accuracy
- Design and maintain dashboards, reports, and tools to track key performance indicators (KPIs), sales productivity, and pipeline health
- Analyze sales trends and business performance to identify actionable insights that drive revenue growth and operational efficiency
- Collaborate with leadership and sales teams to forecast performance and evaluate progress toward strategic objectives
- Support the development and maintenance of performance management frameworks, sales scorecards, and incentive models
- Utilize advanced Excel, AI tools, and business intelligence platforms to streamline reporting and enhance decision-making
- Serve as a Salesforce power user and administrator, managing workflows, reports, dashboards, and user support
- Proactively identify areas for improvement and recommend solutions—thinking beyond the data to influence business direction
- Work cross-functionally with Sales, Finance, Strategy, and Marketing to align insights and reporting with organizational goals
- Lead other strategic or cross-functional projects assigned by the SVP, Commercial Deposit Sales & Strategy
- Takes initiative to move the team forward
Qualifications:
- Bachelor’s degree in Business Administration, Finance, Economics, Data Analytics, or a related field
- 2+ years of experience in an analyst or sales support role, preferably in a performance-driven environment
- Proficiency in Salesforce, Excel, AI tools; experience with ZoomInfo a plus
- Salesforce administrator experience required; ability to manage users, reports, dashboards, workflows, and basic automation
- Strong experience with AI tools and platforms (e.g., Excel Copilot, Tableau AI, Power BI, ChatGPT)
- Strong interpersonal communication skills with a client-first mindset
- Detail-oriented with the ability to manage multiple priorities in a fast-paced environment
- Clear ambition to move into a front-line sales or business development role over time
- Excellent critical thinking and problem-solving skills; ability to work independently and make strategic recommendations
- Persuasive communication and collaboration skills across technical and non-technical teams
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 in Business Administration, Finance, Economics, Data Analytics, or a related field
- At least 2 years of experience in an analyst or sales support role
- Proficiency with Salesforce and Excel
- Salesforce administrator experience, including managing users, reports, dashboards, workflows, and basic automation
- Experience with AI tools and platforms such as Excel Copilot, Tableau AI, Power BI, or ChatGPT
- Experience with ZoomInfo
- Strong interpersonal communication skills and a client-first mindset
- Ability to manage multiple priorities in a fast-paced environment
- Critical thinking and problem-solving skills, with the ability to work independently and make strategic recommendations
- Persuasive communication and collaboration skills across technical and non-technical teams
- Ambition to move into a frontline sales or business development role
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.
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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.
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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.
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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
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.
