VP, Treasury Relationship Manager at Axos Bank in HQ - San Diego, CA

VP, Treasury Relationship Manager

Location: HQ - San Diego, CA · Onsite

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, including ACH, wires, positive pay, lockbox, remote deposit capture, merchant services, fraud prevention, and online banking solutions
• Experience analyzing client cash flow, liquidity needs, operating accounts, and working capital requirements to deliver consultative treasury solutions
• Demonstrated ability to develop and maintain relationships with business owners, CFOs, controllers, and other key decision-makers
• Strong sales, negotiation, presentation, and consultative relationship management skills
• Ability to prepare pricing analyses, treasury proposals, and business cases while balancing profitability and client needs
• Excellent verbal, written, and interpersonal communication skills
• Self-motivated and results-oriented, with the ability to work independently and manage a high-volume sales pipeline
• Proficient with CRM systems, Microsoft Office Suite, and treasury management sales and portfolio management tools
• Ability to travel within assigned markets to meet clients, prospects, centers of influence, and industry partners

Axos Employee Benefits May Include:

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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)