Sales Administrator

Axos Bank

Target Range:

$20.00/Hr. - $25.00/Hr.

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: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

Axos is seeking a Sales Administrator who will play a critical role in supporting both the Small Business Banking and Premier Banking teams, ensuring seamless operational execution, exceptional client experience, and efficient process management. This role bridges front-line sales with back-office operations by assisting and coordinating client onboarding, client servicing, tracking pipeline activity, preparing documentation, and managing communication between internal departments and clients. The Sales Administrator will work closely with Business Unit Leaders, Relationship Managers, Internal and External Partners, and Product Teams to facilitate any requests that enhance activities related to sales and client experience.

Responsibilities:

• Monitor and analyze team performance, surfacing actionable insights to leadership and sales managers
• Conduct post-mortem analysis of lost opportunities and abandoned applications to identify root causes and implement improvements
• Provide support to the Premier and Retention teams by managing activities, sales, and services, ensuring effective oversight of customer sales, service, referrals, pipeline closure, and customer communication
• Provide overall support and departmental coordination for team inquiries, ad- hoc requests, and projects
• Assist maintaining accurate sales, servicing, products tracking reports for Small Business and Premier Banking teams, including pipeline updates, account openings, and product penetration metrics
• Monitor and report on performance against sales goals, business unit KPIs highlighting trends and opportunities
• Assist with preparation daily, weekly, monthly, and quarterly sales and service activity summaries for leadership
• Responsible for assisting with Salesforce, Prelim and other tools case queue management. Maintains case assignment and ensures all cases close within Service Level Agreements
• Actively engages with inbound customer servicing requests via telephone and online channels as necessary
• Creating spreadsheets, evaluate data analytics and salesforce data in support of RM sales activities and detailing statistics
• Assist with planning and executing the tactical elements of Sales to enforce best practices and continuously improve effectiveness: sales model/processes/methodologies, KPIs, productivity metrics, lead management
• Foster strong and effective partnerships with the Sales and Account Management teams in the Lending and Banking business units
• Partner with Sales Management to oversee day-to-day process execution and adherence to policies, identify problems, recommend and take corrective actions
• Own the sales reporting framework, including dashboards that track pipeline activity, conversion rates, account growth, and product penetration

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field preferred; equivalent work experience accepted
• 2+ years in a banking sales support, client service, or operations role, preferably in both retail and business banking environments
• Strong organizational skills with attention to detail and accuracy
• Excellent verbal and written communication abilities
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software
• Ability to multitask and prioritize in a fast-paced environment
• Knowledge of banking products, preferably Business and Premier/Personal wealth banking
• Demonstrated ability to lead and coordinate cross-functional projects, managing timelines, resources, and stakeholder communications to deliver strategic outcomes in the Small Business and Premier Business units

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 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. 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 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.