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Axos Bank

Digital bank offering integrated financial services

Vice President Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMenlo Park, CA, USA$90k - $150k /yrIn-person

About the Job

Requirements

  • A Bachelor's degree in Business, Finance, Economics, or a related field is required.
  • At least 7 years of experience in relationship management, commercial banking, venture banking, or technology-focused financial services is required.
  • Demonstrated success in business development, client relationship management, and revenue generation is required.
  • A strong understanding of venture-backed business models, cash-flow dynamics, and growth-stage risk considerations is required.
  • The ability to collaborate cross-functionally and manage complex client needs is required.
  • Excellent communication, negotiation, and presentation skills are required.

Responsibilities

  • Serve as the primary relationship manager for a portfolio of venture-backed and technology clients, including founders, executive leadership teams, and financial sponsors.
  • Originate and develop new client relationships through direct sourcing, referrals, venture capital and private equity networks, and industry events.
  • Deliver a full suite of banking and credit solutions tailored to high-growth technology companies, including credit facilities, treasury management, and deposit products.
  • Partner closely with Credit, Underwriting, Treasury, Legal, and Operations teams to structure, underwrite, and execute transactions efficiently.
  • Drive portfolio growth while maintaining sound credit quality and adherence to internal policies and risk standards.
  • Identify opportunities to deepen existing client relationships through proactive coverage, cross-selling, and strategic advisory conversations.
  • Monitor portfolio performance, proactively identify risks, and participate in ongoing credit reviews and renewals.
  • Maintain a strong understanding of market trends, venture capital activity, and competitive dynamics within the technology ecosystem.
  • Represent the organization externally through networking, conferences, and industry forums.
  • Uphold the organization’s standards for professionalism, integrity, and exceptional client service.

Desired Qualifications

  • An MBA or equivalent experience is preferred.
  • An established professional network within the venture, technology, or startup ecosystem is preferred.

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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