Target Range:$90,000.00/Yr. - $130,000.00/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: 17.5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 17.5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This JobThe VP, Relationship Manager is responsible for originating, developing, and managing high-net-worth and fiduciary client relationships across trust, estate, and related deposit solutions. This role is focused on new business development, deepening existing client relationships, and delivering a high-touch client experience in partnership with internal trust, fiduciary, and banking teams.
This position is ideal for a self-starter with strong relationship-building skills, a proven ability to source new business, and the aptitude to quickly learn trust and estate products if not already specialized.
Responsibilities:- 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)
- Meet individual assigned sales goals of deposit generation, fee income and new relationships to the bank
Qualifications:- Bachelor's degree
- 7+ years of experience in relationship management, private banking, trust services, wealth management, or commercial banking
- Proven track record of self-sourcing new business
- Trust & Estate experience preferred but not required for strong relationship managers
- Excellent communication, presentation, and client-facing skills
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
