Jobs · Finance · California

Premier Banker

Axos Bank · San Diego, CA · 4 days ago
Finance$20/hrFull-time

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 the role

Axos Bank is hiring a Premier Banker who is responsible for driving cross-sell services, products and features with new and existing customers, including those from other business verticals, with the objective to promote the bank’s products and contribute to department and enterprise goals.

Responsibilities

  • Manage and grow a portfolio of Premier client deposit relationships, with a strong focus on balance growth, fund retention, and overall portfolio profitability.
  • Actively protect and retain client deposits through proactive engagement, timely outreach, and tailored pricing or solution discussions when balances are at risk.
  • Serve as a trusted financial partner by understanding clients’ financial needs and recommending appropriate deposit, lending, and treasury solutions.
  • Generate new business through referrals, inbound requests, and targeted outreach, including opening new accounts and ensuring timely funding.
  • Deepen existing relationships through thoughtful cross-selling of relevant bank products and services aligned to client goals.
  • Maintain strong, long-term client relationships by delivering responsive service, resolving inquiries, and addressing escalations promptly.
  • Retain and expand existing business by leading rate discussions, addressing client concerns, and consistently delivering value that reinforces Axos as the client’s primary banking relationship.
  • Cross-sell products and services to customers based on their financial needs alongside asking for additional funds.
  • Perform other duties and responsibilities as assigned.

Requirements

  • Bachelor’s degree preferred.
  • Minimum of 2+ years of banking experience, ideally in relationship management, sales, call center, or client advisory roles.

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 Savings 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

Pay

Target range: $20.00/hr. - $25.00/hr.

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).

Similar jobs

Private Banker

City National BankBeverly Hills, CA· 1 mo ago
Finance$128k–$237k/yrapply on careers.cnb.com

Private Banker

First Citizens WealthAlpharetta, GA· 1 mo ago
Financeapply on jobs.firstcitizens.com

Private Banker

Boutique RecruitingPortland, OR· 1 mo ago
Sales$160k–$210k/yrapply on jobs.boutiquerecruiting.com

Private Banker

Sunflower Bank, N.A.Irvine, CA· 3 mo ago
Finance$133k–$205k/yrapply on recruiting.paylocity.com

Private Banker

Sunflower Bank Mortgage LendingSan Diego, CA· 3 mo ago
Finance$133k–$205k/yrapply on recruiting.paylocity.com

Private Banker

Morgan StanleyMilwaukee, WI· 2 mo ago
Financeapply on morganstanley.eightfold.ai