Sr. Relationship Manager - Small Business Banking

Axos Bank; San Diego (CA); On-site; USD 70,000 - 130,000; Full time

Job summary

Axos Bank is seeking a Small Business Banking Sr. Relationship Manager in San Diego to manage and grow a portfolio of business banking clients.

You will build strong relationships with business owners, understand their financial needs, and deliver tailored banking solutions while identifying opportunities to deepen relationships across the Bank’s products and services. Your role includes driving treasury services adoption, selling across payroll, merchant services, IC S, business credit cards,

Qualifications

• 2+ years customer service experience.
• Demonstrated consultative or needs-based sales ability across product lines.
• Familiarity with treasury management concepts and banking services.

Responsibilities

• Drive relationship depth toward full-suite treasury clients with three or more distinct services.
• Sell across payroll services, merchant services, IC S, business credit cards, and SBA loans.
• Grow net average daily balances across the portfolio through proactive outreach.
• Refer qualified business to internal and external partners for products outside SBB set.

Skills

Relationship building

Consultative selling

Needs-based selling

Tools

Salesforce

Five9

Tableau

Job description

The Small Business Banking Sr. Relationship Manager is responsible for managing and growing a portfolio of business banking clients. This role focuses on building strong relationships with business owners, understanding their financial needs, and delivering tailored banking solutions while identifying opportunities to deepen relationships across the Bank’s products and services.

Compensation & Earning Potential:

Annual earning potential: $70,000–$130,000

Quarterly incentive opportunity: Up to $20,000 per quarter

Responsibilities:

• Drive relationship depth toward full-suite treasury clients, defined as three or more distinct treasury services in a single
• relationship, because operationally embedded clients hold higher balances, generate more fee income and leave far less often.
• Conducts client interview to get to know their clients better and to have a thorough understanding of their business and banking needs.
• Sell across the full SBB product set — payroll services, merchant services, IC S, consumer and premier consumer accounts,
• business credit cards, and SBA loans
• Grow net average daily balances across the assigned portfolio, measured net of attrition, using proactive outreach
• Refer qualified business to internal and external partners where the product sits outside the SBB sales set — commercial
• banking, specialty deposits, equipment finance and advisory among them.

Qualifications:

• 2+ years customer service experience.
• Working proficiency in Salesforce case and opportunity management, with comfort in Five9 and Tableau reporting.
• Treasury management fluency, plus familiarity with payroll, merchant services, IC S, business credit cards, consumer deposit
• products and SBA lending.
• Demonstrated consultative or needs-based sales ability across multiple product lines, including rate negotiation and client