Sr. Relationship Manager, SBB

Axos Bank

Target Range:

$24 - $28

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 Senior Relationship Manager for Small Business Banking is tasked with managing and nurturing a portfolio of larger and more complex business banking relationships. This role centers on building strong connections with business owners, understanding their financial needs, and delivering customized banking solutions. The primary objective is to drive business growth by identifying opportunities to cross-sell banking products and services. Additionally, this role will lead and inspire a team of Relationship Managers to achieve sales targets.

Responsibilities:

• Manages a portfolio and pipeline of large and complex small business banking relationships
• Act as the main point of contact for assigned small business clients, both current and prospective.
• Enhance and expand existing relationships by ensuring exceptional client experience and effectively cross-selling additional bank products and services.
• Generate new client leads through cross-selling and responding to requests for information.
• Utilize reporting and sales tools to proactively identify and convert sales opportunities.
• Conduct outreach to generate new business, including responding to inquiries, scheduling appointments, making outbound calls, opening new accounts, and following up on funding.
• Perform client interviews through onboarding, welcome calls and nurturing calls to gain a comprehensive understanding of their business and banking needs.
• Provide guidance and support to other Relationship Managers on the team, acting in a lead capacity to facilitate workflow and collaboration.
• Achieve individual sales goals related to deposit growth, fee income, cross-selling, and customer satisfaction.
• Oversee the performance of up to three or more Relationship Managers, ensuring they meet their sales goals/targets.
• Approve transactions within the Small Business Banking Group’s established guidelines.
• Propose and implement improvements to processes, products, services, and client experiences to enhance productivity.
• Establish and develop effective relationships with internal partners
• Pilot and test new channels and niches
• Manage risk and ensure compliance with BSA/AML regulations to drive quality for new and/or existing relationships.
• Other duties as assigned from time to time by direct supervisor
  ​

Requirements

• 2-4 years in a Relationship Manager related role within Business Banking or a related financial services sector (must have)
• Previous experience leading or mentoring teams of relationship managers or sales professionals is preferred
• Proven sales acumen and client service skills. 
• Goal oriented and results driven
• Goal-oriented and results-driven, with a strong focus on achieving targets. 
• Work the hours needed to meet new account funding goals 
• In-depth knowledge of business banking and the ability to identify client needs. 
• Exceptional decision-making, problem-solving, time management, and organizational abilities. 
• Must have keen sense of urgency and attention to detail 
• Strong communication skills, both oral and written
• Proven ability to provide outstanding customer service and effectively engage with clients over the phone and via email
• Excellent interpersonal skills; ability to collaborate with and work effectively within a team atmosphere 

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.