Sr. Relationship Manager, SBB
Axos Bank•San Diego, CA
•Onsite
About The Position
The Small Business Banking Sr. 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.
Requirements
- Bachelors
- 4+ years of banking experience
Responsibilities
- Manages a portfolio and pipeline of large and complex small business banking relationships.
- Serve as the primary contact with assigned small business clients, both existing and prospective.
- Maintain and grow existing relationships through providing clients with the best client experience and cross selling other bank products and services.
- Conducts client interview to get to know their clients better and to have a thorough understanding of their business and banking needs.
- Make recommendations and drive improvements to process, products and services, and client experience and increase productivity.
- Pilot and test new channels and niches.
Benefits
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave
- 3 weeks’ Vacation
- Holidays (about 11 a year)
- HSA or FSA account
- 401(k) Retirement Saving Plan with Employer Match Program
- 529 Savings Plan
- Employee Mortgage Loan Program
- free access to an Axos Bank Account with Self-Directed Trading
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What This Job Offers
Job Type
Full-time
Career Level
Senior
