Axos Bank

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 Job
The VP, Relationship Manager - Trust & Estate 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

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.