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Axos Bank

Digital bank offering integrated financial services

Associate Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOregon, USA$50k - $58k /yrRemote

About the Job

Requirements

  • A bachelor's degree or equivalent experience.
  • Proven inside sales experience.
  • Excellent verbal and written communication skills.
  • Strong listening and presentation skills.
  • Ability to multitask, prioritize, and manage time effectively.
  • Experience working with Salesforce.com or a similar customer relationship management system.
  • Experience working with Excel and PowerPoint.

Responsibilities

  • Understand customer needs and requirements through conversations with the sales team, data mining, and industry publications.
  • Submit complete and thorough credit applications.
  • Follow up with customers for missing application materials, credit questions, and required contract documentation.
  • Maintain information and forecasting data within internal systems.
  • Work effectively with all internal functional groups to facilitate and expedite communications with vendor partners and customers.
  • Assist sales with providing quotes to vendor partners.
  • Assist in gathering background information on original equipment manufacturers and their sales channels for potential new programs.

About the Company

Axos Bank

Digital bank offering integrated financial services

Axos Bank is a financial institution that offers banking, investing, clearing, and custody services in a single platform. It provides traditional banking products for individuals and businesses, and integrates services across money management, investment, and settlement functions to simplify finances. The company operates as a digital-first bank, aiming to connect multiple financial services under one provider rather than requiring customers to use several firms. Its product approach centers on merging banking with other financial services to create a unified experience—one firm with many ways forward. Axos’s goal is to make money work smarter for customers by offering accessible, connected financial solutions and broadening the scope of what a bank can do for individuals, businesses, and institutions.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1999

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