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Axos Bank

VP, Relationship Manager - Clearing

Reposted 11 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
140K-170K Annually
Senior level
Remote
Hiring Remotely in USA
140K-170K Annually
Senior level
The VP, Relationship Manager will manage client relationships, drive revenue growth through new client acquisition, and ensure client satisfaction.
The summary above was generated by AI
Axos Clearing LLC

Target Range:

$140,000.00/Yr. - $170,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

This is a commission eligible role.

About This Job

Axos is seeking a VP, Relationship Manager who will lead relationship management activities with existing clients. Builds new business relationships with commercial lending or banking prospects; leads the team in meeting or exceeding established business goals.

Responsibilities:

Client & Revenue Retention

  • Maintain comprehensive knowledge of contract terms and expiration dates across assigned portfolio

  • Proactively negotiate extensions for expiring contracts to ensure continuity and client satisfaction

  • Drive client engagement initiatives to strengthen relationships and enhance overall satisfaction

Sales Activities & Revenue Growth

  • Actively contribute to campaign planning and execution to support business objectives

  • Identify and pursue opportunities for organic growth of assets and revenue within existing accounts

  • Develop deep understanding of clients’ broader business needs beyond current holdings with Axos

  • Promote and cross-sell Axos Banking solutions to expand client relationships and maximize revenue potential

Qualifications

  • Bachelors degree preferred

  • 5-10 years’ experience in related financial services

  •  Series 7 required

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).

Learn more about working at Axos

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.

Top Skills

Series 7

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