Axos Bank
Target Range:
$120,000.00/Yr. - $140,000.00/Yr. 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: 12.5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
The VP, Treasury Relationship Manager is responsible for driving commercial deposit growth and treasury management revenue by developing new client relationships within assigned industry verticals and target markets. This role serves as a trusted advisor to middle market and commercial clients, delivering customized treasury management solutions that help businesses optimize cash flow, improve operational efficiency, and manage risk.
The successful candidate will originate and grow new commercial banking relationships through proactive business development, strategic networking, and consultative sales efforts. Working closely with relationship managers, lending teams, and other internal partners, the VP, Treasury Relationship Manager will identify opportunities to expand client relationships, increase deposit balances, and deliver treasury management products and services that support client objectives while achieving the Bank's growth and profitability goals. This position requires a self-motivated sales professional who thrives in a results-oriented environment and can independently manage the full sales cycle from prospecting through implementation and ongoing relationship management.
Responsibilities:
Drive sales execution for the Commercial Bank and other industry verticals. Ensure the bank effectively meets customer needs, achieves sales and revenue targets for the business segment, and executes sales plans and promotions
Execute efforts of the assigned market to accelerate profitable growth in TM Product Sales and Deposit Balances
Oversee the treasury management sales process from initial consultation and sale through post-implementation follow-up to ensure the highest level of client satisfaction
Partner with Lending Relationship Managers and Sales Management in the development and direct sale of depository and treasury management products and services to new and existing relationships
Evaluate cash-flow, working capital, and operational needs of clients and prospects to provide consultative recommendations on improving their business processes using Axos Bank’s suite of TM products and services
Analyze prospects’ banking activity and prepare comprehensive pricing proposals. Prepare and perform ongoing/periodic relationship reviews
Collaborate with management to develop a marketing strategy, establish sales objectives, and deploy new services & enhancements while focusing on the needs of top tier clients
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)
Qualifications:
Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field; equivalent combination of education and experience may be considered
5+ years of successful treasury management, commercial banking, business development, cash management, or relationship management experience, preferably serving middle market and commercial clients
Proven track record of generating new commercial deposits, treasury management revenue, and client relationships through direct sales and business development efforts
Strong knowledge of treasury management products and services,…