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Licensed Premier Relationship Manager

Axos Bank

This is a Contract position in Gilbert, AZ posted October 26, 2021.

Axos: Born digital, Axos Bank has reinvented the banking model and grown to over $14 billion in assets since our founding in 2000.

With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the countryAxos Financial is our holding companyand publicly traded on the New York Stock Exchange under the symbol “AX” (NYSE: AX).We bring together human insight and digital expertise to anticipate the needs of our customers.

Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here The Role: Proactively solicit new HNW relationship for investment (brokerage and advisory), and deposit accounts, from the following sources:Outbound call campaigns (40 calls per day)Internal referralsResponding to Requests for InformationCenter’s of Influence (attorney’s, CPAs, Financial Advisors, Realtors)NetworkingSocial Media platforms (LinkedIn)Maintain a working sales pipeline of new businessManage the sales process from lead to fundingManage leads, clients and opportunities via SalesForceEnsure accurate and timely data for sales status via SalesForceActively cross sell additional bank products (Mortgage( to current clientsRetain and grow client deposit balances with exceptional service and regular communicationsLeverage your own referral network for new sales and continually grow your sources of referrals Are You A Fit?

: Banking experience working with High Net Worth clientsSales experience and ability to consistently meet quarterly goalsComfortable making at least 40 outbound sales calls per day (cold calling) as well as managing other dutiesSelf-starterStrong professional networkKnowledge of SalesForceStrong communication skillsExcellent time management and organizational skillsAbility to multi-taskGood phone skillsBachelor’s degreePreferred:Bilingual English/MandarinExperience in investment consulting or marketing brokerage and advisory productsStrong product knowledge of ETFs, MF, Stocks, Options, and Margin Apply directly for consideration as we are not using any outside agencies for any of our openings: Pre-Employment 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:AxosBank 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.