Commission-Eligible Financial Relationship Manager

Axos Bank; San Diego (CA); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid time off

HSA/FSA

401(k) match

Mortgage loan program

Job summary

Axos Invest, Inc. is recruiting a Licensed Relationship Manager in San Diego, CA to build and deepen client relationships and present financial solutions. The role emphasizes cross-selling banking products, meeting sales goals, and collaborating with Small Business and Lending teams.

The position is commission eligible and requires understanding of credit, investments, and diversified client needs. Expect travel/meetings and adherence to Axos’ compliance standards.

Responsibilities

• Educate clients on alternative banking solutions including investment vehicles and non-FDIC insured products
• Responsible for forming and maintaining connections with clients through Customer Relationship Management strategies
• Actively engages with customer portfolio for growth, risk mitigation, referral opportunity and retention.
• Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing.
• Actively cross-sells appropriate banking solutions to new and existing clients. Partners with Small Business and Lending to meet customers financial needs.
• Is responsible to meet individual assigned sales goals of deposit, mortgage, invest account generation, fee income and new relationships to the bank.

Job description

Axos Invest, Inc. is recruiting a Licensed Relationship Manager in San Diego, CA to build and deepen client relationships and present financial solutions. The role emphasizes cross-selling banking products, meeting sales goals, and collaborating with Small Business and Lending teams.

The position is commission eligible and requires understanding of credit, investments, and diversified client needs. Expect travel/meetings and adherence to Axos’ compliance standards.