VP Relationship Manager

Axos BankRemote - WI, WI
$100,000 - $130,000Onsite

About The Position

The VP, Portfolio Relationship Manager is responsible for managing and growing a portfolio of commercial banking relationships while ensuring strong credit quality, risk management, and client retention. This role serves as a trusted advisor to clients and internal partners, delivering deposit, treasury, lending, and other banking solutions that support client objectives and the Bank's growth strategy.

Requirements

  • Bachelor's degree in Business, Finance, Accounting, or related field
  • 5+ years of commercial banking, portfolio management, relationship management, or related financial services experience
  • Strong knowledge of commercial lending, deposit products, treasury services, and credit fundamentals
  • Excellent relationship management, communication, analytical, and problem-solving skills
  • Working knowledge of banking regulations, compliance requirements, and risk management practices

Responsibilities

  • Manage and deepen commercial client relationships to drive retention and growth
  • Monitor portfolio performance, profitability, credit quality, and risk metrics
  • Conduct relationship reviews and identify cross-sell opportunities across lending, deposits, and treasury services
  • Analyze financial information, monitor covenant compliance, and assist with credit underwriting and portfolio reviews
  • Collaborate with Credit, Operations, Treasury Management, and other business partners to deliver solutions and maintain compliance
  • Ensure adherence to bank policies, regulatory requirements, and risk management standards

Benefits

  • 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
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