AVP, Retail Relationship Manager

4 days ago

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Axos Bank

WebsiteLinkedInAll Job Openings

Business Banking • Consumer Banking • Commercial and Residential Mortgage • Personal Loans • Mortgage Refinance

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

Description

• The AVP, Retail Relationship Manager manages relationships with boat dealers and other referral sources to generate retail marine lending opportunities. • They will Identify client needs, offer solutions, resolve issues, and maintain regular communication. • They will collaborate with internal teams to provide excellent customer service. • Identify and onboard new dealers and other referral sources for retail marine lending. • Engages with relationship management, credit and operations teams to transition new client during onboarding process. • Maintains ongoing communications with clients to ensure dealers and other referral sources receive high-quality service. • Identifies the business needs of clients and provides appropriate products or services to meet their business requirements and improve their organization's profitability. • Evaluate potential cross sell opportunities, including deposit and other lending opportunities. • Independently formulate questions and directly engage with customers/prospects. • Work with operations team to streamline client experience and increase operational efficiencies.

Requirements

• Bachelor's degree • 5+ years’ financial services experience; CS, RM, preferably sales, with a working knowledge of the retail marine finance business, its products, operations and sales functions • Prior experience and relationships with multiple boat dealers and brands

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