Client Relationship Specialist

2 months ago

San Diego, California, United States axosbank Full time
About the Role

The Business Banking Relationship Manager is a key position at Axos Bank, responsible for managing and growing a portfolio of business banking clients. This role involves developing strong relationships with business owners, understanding their financial needs, and providing tailored banking solutions.

Key Responsibilities:
  • Client Acquisition and Retention: Grow and manage a portfolio of small business deposit accounts, build and maintain strong relationships with existing and prospective business banking clients, and act as the primary point of contact for the small business owner.
  • Business Development: Generate new business by calling on customer requests for information, setting phone appointments, making outbound calls, opening new accounts, following up on funding for new accounts, and cross-selling other bank products.
  • Customer Service: Retain existing business by handling rate negotiations and addressing customer needs to add value, handle incoming phone calls, and service existing customers.
  • Team Collaboration: Work with others on the Small Business Team to ensure fast and efficient processing of accounts.
  • Risk Management: Manage risk and ensure compliance with BSA/AML regulations to drive quality for new and/or existing relationships.
  • Performance Metrics: Responsible for meeting individual assigned sales goals for deposits, fee income, and customer service satisfaction.
Requirements:
  • Education: Bachelor's degree
  • Experience: 2+ years' experience in banking, specifically in small business banking
Benefits:
  • 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 Bank

Born digital-first, Axos Bank 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 Bank.

Pre-Employment Requirements:
  • 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.
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.

  • Client Relationship Specialist

    2 weeks ago

    San Diego, California, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience in our local Schwab branch. You'll work closely with your Client Relationship Manager and Branch Manager to help drive operational...

  • Client Relationship Specialist

    2 weeks ago

    San Diego, California, United States Charles Schwab Full time

    Unlock Your Potential at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact in the finance industry. As a Client Relationship Specialist, you'll play a critical role in delivering exceptional client experiences and driving operational success in our local Schwab branch.We're seeking a highly motivated and customer-focused...

  • Client Relationship Specialist

    2 weeks ago

    San Diego, California, United States Charles Schwab Full time

    Job Summary: We are seeking a highly motivated Client Relationship Specialist to join our San Diego branch team. As a key member of our team, you will play a critical role in delivering an unparalleled client experience. You will work closely with our Client Relationship Manager and Branch Manager to ensure the operational success of the branch. This is an...

  • Client Relationship Specialist

    2 weeks ago

    San Francisco, California, United States Charles Schwab Full time

    Unlock Your Potential with Charles SchwabAs a Client Relationship Specialist at Charles Schwab, you'll play a vital role in delivering exceptional client experiences and driving the success of our local branch. This is an exciting opportunity to bring your passion for customer service to a dynamic and innovative company that values growth and development.Key...

  • Client Relationship Specialist

    2 weeks ago

    San Francisco, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Client Relationship Specialist to join our team at BMO Financial Group. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities Identify opportunities to expand our business growth potential through...

  • Client Relationship Consultant

    1 month ago

    San Diego, California, United States Banner Bank Full time

    About the RoleWe are seeking a highly skilled Client Relationship Consultant to join our team at Banner Bank. As a Client Relationship Consultant, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.Key ResponsibilitiesOpen accounts and assist with processing Banker...

  • Healthcare Recruiter

    2 months ago

    San Diego, California, United States Star Health Full time

    About the RoleWe are seeking a skilled Healthcare Recruiter to join our team at Star Health. As a key member of our recruitment team, you will be responsible for identifying, attracting, and engaging top talent to meet the staffing needs of our healthcare clients.Key ResponsibilitiesCandidate Sourcing: Utilize various recruitment strategies to identify and...

  • Client Relationship Associate

    4 weeks ago

    San Francisco, California, United States Capital Group Full time

    About the RoleUnlock Your Potential as a Client Relationship Specialist at Capital GroupAs a Client Relationship Specialist at Capital Group, you will play a vital role in supporting our Private Wealth Advisors in delivering exceptional service to our high-net-worth clients nationwide. Your primary responsibility will be to provide administrative support,...

  • Senior Client Relationship Specialist

    7 days ago

    San Mateo, California, United States Bank of America Full time

    Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, is seeking a skilled professional to support the Financial Advisor team in further developing and enhancing existing client relationships.The ideal candidate will serve as a key point of contact for clients on non-administrative requests and...

  • Premier Market Client Relationship Specialist

    2 days ago

    San Francisco, California, United States Guardian Life Insurance Company Full time

    Job Title: Premier Market Client Relationship SpecialistAbout the Role:We are seeking a highly skilled Premier Market Client Relationship Specialist to join our team at Guardian Life Insurance Company. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our Premier Market clients,...

  • Client Relationship Consultant 3

    2 weeks ago

    San Diego, California, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key Responsibilities:Build and...

  • Client Relationship Specialist

    4 weeks ago

    San Francisco, California, United States Dodge & Cox Full time

    Job SummaryDodge & Cox is seeking an experienced Client Relationship Associate to join our firm. The successful candidate will play a key role in our client service effort by supporting our Client Service team in responding to investor inquiries in a timely, thorough, and accurate manner.Key ResponsibilitiesCoordinate responses to one-off client,...

  • Commercial Banking Relationship Specialist

    2 weeks ago

    San Diego, California, United States Citizens Business Bank Full time

    Job SummaryThe Commercial Banking Relationship Specialist is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank.This role requires a strong understanding of commercial...

  • Client Relationship Specialist

    4 weeks ago

    San Francisco, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain relationships with customers...

  • Senior Client Relationship Manager

    7 days ago

    San Jose, California, United States VTal Technology Solutions Full time

    We are seeking a skilled Account Growth Specialist to join our team at VTal Technology Solutions. As a key member of our professional services company, you will be responsible for maintaining client relationships and serving as their primary point of contact.The ideal candidate will have a passion for delivering exceptional customer service and a drive for...

  • Sales and Relationship Development Specialist

    2 weeks ago

    San Diego, California, United States Military, Veterans and Diverse Job Seekers Full time

    Job DescriptionThe Sales and Relationship Development Specialist position is a key role within our collaborative and development-focused sales team. This team member will be responsible for selling educational tours to qualified Program Leaders, as well as inheriting and nurturing an established base of current clients. The ideal candidate will be expected...

  • Travel Nurse ICU Specialist

    4 weeks ago

    San Diego, California, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistWe are seeking a skilled Travel Nurse ICU Specialist to join our team at HealthEcareers - Client in La Jolla, California.Job Summary:This is a 13-week travel nursing assignment in the Intensive Care Unit (ICU) at a reputable hospital in La Jolla, California. As a Travel Nurse ICU Specialist, you will provide high-quality...

  • Client Relationship Manager

    1 month ago

    San Francisco, California, United States AXA XL Ltd Full time

    Client Relationship LeaderSan Francisco, CA I Walnut Creek, CA I USAClient Relationship Leaders (CRLs) are responsible for nurturing and cultivating long-term client relationships with strategic accounts. They build on their deep understanding of the market and robust internal networks to support clients holistically across their end-to-end experiences.Key...

  • Client Relationship Manager

    1 week ago

    San Francisco, California, United States Zenith American Full time

    Job OverviewZenith American Solutions is seeking an experienced Client Relationship Manager to support the Director, Client Relationship across their book of business (BOB) in fund management. The ideal candidate will have excellent communication skills, a strong sense of professionalism, and the ability to work effectively with clients and internal...

  • Client Relationship Manager

    2 weeks ago

    San Francisco, California, United States AXA XL Ltd Full time

    Job Title: Client Relationship LeaderAt AXA XL Ltd, we are seeking a seasoned Client Relationship Leader to join our team. As a key member of our organization, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Develop and execute account plans to drive business growth and...