Sr. Relationship Manager, SBB

Axos Bank

Target Range:

$25.00/Hr. - $28.00/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

The Small Business Banking Sr. Relationship Manager is responsible for managing and growing a portfolio of business banking clients. This role focuses on building strong relationships with business owners, understanding their financial needs, and delivering tailored banking solutions while identifying opportunities to deepen relationships across the Bank’s products and services.
Compensation & Earning Potential:
Annual earning potential: $70,000–$150,000
Quarterly incentive opportunity: Up to $25,000 per quarter

Responsibilities:

• Drive relationship depth toward full-suite treasury clients, defined as three or more distinct treasury services in a single
  relationship, because operationally embedded clients hold higher balances, generate more fee income and leave far less often.
• Conducts client interview to get to know their clients better and to have a thorough understanding of their business and banking needs.
• Sell across the full SBB product set — payroll services, merchant services, ICS, consumer and premier consumer accounts,
  business credit cards, and SBA loans
• Grow net average daily balances across the assigned portfolio, measured net of attrition, using proactive outreach
• Refer qualified business to internal and external partners where the product sits outside the SBB sales set — commercial
  banking, specialty deposits, equipment finance and advisory among them.

Qualifications:

• 2+ years customer service experience.
• Working proficiency in Salesforce case and opportunity management, with comfort in Five9 and Tableau reporting.
• Treasury management fluency, plus familiarity with payroll, merchant services, ICS, business credit cards, consumer deposit
  products and SBA lending.
• Demonstrated consultative or needs-based sales ability across multiple product lines, including rate negotiation and client
  retention.
• Bachelor's degree.
• 3+ years banking experience.
• Small business banking experience.

Axos Employee Benefits May Include:

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)