VP, Relationship Manager

VP, Relationship Manager

The 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
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).