VP, Sr. HOA Relationship Manager

Axos Bank

Target Range:

$115,000.00/Yr. - $135,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

This is a commission eligible role.

About This Job

The VP, Sr. HOA Relationship Manager is a senior-level commercial banking professional responsible for acquiring, developing, and managing client relationships in the Property Management CONDO/HOA and HOA Loans sector. This role is pivotal in driving deposit and fee income growth, delivering treasury and cash management solutions, and expanding Axos Bank’s footprint in the HOA vertical.

Responsibilities:

• Proactively solicit new client relationships within the Property Management CONDO/HOA business industry
• Outbound sales activity: direct calling, networking activities, outbound phone calls, email, trade conferences, appropriate social media
• Actively cross-sell appropriate banking solutions to new and existing clients
• Manage portfolio for growth, risk mitigation, referral opportunity, and retention 
• Work effectively with Marketing to develop, launch, and manage targeted sales campaigns
• Maintain current contact and client data records in Salesforce
• Continually monitor practices of competition and report findings to management, when appropriate
• Develop a referral network of industry professionals
• Deliver appropriate cash/treasury management solutions

Qualifications:

• Bachelor's degree and/or relevant experience
• 5+ years' sales development and client relationship experience
• Previous account analysis and cash/treasury management  
• Compliance & BSA knowledge
• Working knowledge of computer and programs, including CRM & contact management software; Word, PowerPoint and Excel proficient
• Acquire and expand existing and new business relationships, driven by strong relationship management and prospecting skills
• Sound judgment and acute critical thinking skills that support independent discretion and decision-making ability (with guidance from supervisor)
• Self-starter, accountable for performance and decision-making, work with little supervision
• Quick, risk-based thinking within guidelines of bank policy

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 perf