VP, Treasury Relationship Manager

Axos Bank; San Diego (CA); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid time off

HSA/FSA

401(k) with employer match

Mortgage loan program

Bank account access with trading

Job summary

Axos Bank seeks a VP, Treasury Relationship Manager to drive commercial deposit growth and treasury revenue by developing new client relationships. You will originate and expand relationships with middle-market and commercial clients, offering treasury management solutions and coordinating with lending teams to deliver depository and TM products.

The role requires a self-motivated sales professional capable of managing the full sales cycle from prospecting to implementation and ongoing

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 5+ years in treasury management or commercial banking with middle-market clients.
• Proven ability to generate deposits and treasury revenue through direct sales.
• Strong knowledge of ACH, wires, lockbox, and online banking.

Responsibilities

• Drive sales for the Commercial Bank and other industry verticals.
• Meet sales and revenue targets and execute sales plans and promotions.
• Manage treasury management sales process from initial consultation to post-implementation.
• Collaborate with Lending Relationship Managers to sell depository and TM products.
• Travel within assigned markets to meet clients and industry partners.

Skills

Treasury management

Commercial banking

Business development

Relationship management

Cash management

Sales

Education

Bachelor’s degree in Business/Finance/Economics

Tools

CRM systems

Microsoft Office

Treasury management tools

Job description

Axos Bank Target Range: $120,000.00/Yr. - $140,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and target.

About This Job

The VP, Treasury Relationship Manager is responsible for driving commercial deposit growth and treasury management revenue by developing new client relationships within assigned industry verticals and target markets. This role serves as a trusted advisor to middle market and commercial clients, delivering customized treasury management solutions that help businesses optimize cash flow, improve operational efficiency, and manage risk. The successful candidate will originate and grow new commercial banking relationships through proactive business development, strategic networking, and consultative sales efforts. Working closely with relationship managers, lending teams, and other internal partners, the VP, Treasury Relationship Manager will identify opportunities to expand client relationships, increase deposit balances, and deliver treasury management products and services that support client objectives while achieving the Bank's growth and profitability goals. This position requires a self-motivated sales professional who thrives in a results-oriented environment and can independently manage the full sales cycle from prospecting through implementation and ongoing relationship management.

Responsibilities

• Drive sales execution for the Commercial Bank and other industry verticals.
• Ensure the bank effectively meets customer needs, achieves sales and revenue targets for the business segment, and executes sales plans and promotions.
• Execute efforts of the assigned market to accelerate profitable growth in TM Product Sales and Deposit Balances.
• Oversee the treasury management sales process from initial consultation and sale through post-implementation follow-up to ensure the highest level of client satisfaction.
• Partner with Lending Relationship Managers and Sales Management in the development and direct sale of depository and treasury management products and services to new and existing relationships.
• Evaluate cash-flow, working capital, and operational needs of clients and prospects to provide consultative recommendations on improving their business processes using Axos Bank’s suite of TM products and services.
• Analyze prospects’ banking activity and prepare comprehensive pricing proposals.
• Prepare and perform ongoing/periodic relationship reviews.
• Collaborate with management to develop a marketing strategy, establish sales objectives, and deploy new services & enhancements while focusing on the needs of top tier clients.
• Actively cross-sells appropriate banking solutions to new and existing clients.
• Actively manages portfolio for growth, risk mitigation, referral opportunity and retention.
• Sales activity: direct calling, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing.
• Proactively partners with lending teams to bid and win new operating relationships with middle market companies ($10 million plus in annual revenues).

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field; equivalent combination of education and experience may be considered.
• 5+ years of successful treasury management, commercial banking, business development, cash management, or relationship management experience, preferably serving middle market and commercial clients.
• Proven track record of generating new commercial deposits, treasury management revenue, and client relationships through direct sales and business development efforts.
• Strong knowledge of treasury management products and services, including ACH, wires, positive pay, lockbox, remote deposit capture, merchant services, fraud prevention, and online banking solutions.
• Experience analyzing client cash flow, liquidity needs, operating accounts, and working capital requirements to deliver consultative treasury solutions.
• Demonstrated ability to develop and maintain relationships with business owners, CFOs, controllers, and other key decision-makers.
• Strong sales, negotiation, presentation, and consultative relationship management skills.
• Ability to prepare pricing analyses, treasury proposals, and business cases while balancing profitability and client needs.
• Excellent verbal, written, and interpersonal communication skills.
• Self-motivated and results-oriented, with the ability to work independently and manage a high-volume sales pipeline.
• Proficient with CRM systems, Microsoft Office Suite, and treasury management sales and portfolio management tools.
• Ability to travel within assigned markets to meet clients, prospects, centers of influence, and industry partners.

Axos Employee Benefits May Include

• 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

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).

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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish)

We’re a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank – when the idea of banking online was almost unthinkable. Since then, we’ve evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.