What are the responsibilities and job description for the Relationship Manager position at Axos Bank?
About This Job
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.
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 :
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.
