The Treasury Relationship Manager plays a key role responsible for partnering, identifying, analyzing, selling treasury management products and services to new and established business customers and targeted prospective corporate clients or as self-sourced leads. The Treasury Relationship Manager acquires and skillfully develops new client relationships to support banks deposit and fee income growth goals. Works independently and uses initiative in carrying out assignments; requiring minimal gui... more details
Axos Bank
Target Range:
$125,000.00/Yr. - $145,000.00/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 Treasury Relationship Manager plays a key role responsible for partnering, identifying, analyzing, selling treasury management products and services to new and established business customers and targeted prospective corporate clients or as self-sourced leads. The Treasury Relationship Manager acquires and skillfully develops new client relationships to support banks deposit and fee income growth goals. Works independently and uses initiative in carrying out assignments; requiring minimal guidance from the sales leader.
Responsibilities
- 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 Sales Management in the development and direct sale of depository and treasury management products and services to new and existing relationship
- 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)
- Responsible to meet individual assigned sales goals of deposit generation, fee income and new relationships to the bank
Requirements
- Bachelor's degree or equivalent experience
- 5+ years' banking sales and/or relationship management
- Direct experience with Specialty Deposit market verticals, notably Title & Escrow
- Proven track record with generating new business and growing a client portfolio Prior experience in a sales or relationship management role at a financial institution
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 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 Bank 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.
