Sr. Relationship Associate

Axos Bank Target Range: $25.00/Hr. - $31.50/Hr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The Sr. Relationship Associate supports sales enablement, performance management, forecasting, and business optimization initiatives across commercial deposit teams. This role is well suited for an analytical, data-driven professional seeking to build a strong foundation in sales operations and administration while developing toward a future client-facing relationship management career path. Serving as a critical link between clients and internal partners, the position helps ensure exceptional service delivery, regulatory compliance, operational efficiency, and effective coordination across commercial deposit teams, Salesforce, and external vendors. Responsibilities: Collaborate with Relationship Managers, Treasury Sales Officers, Operations, and Compliance to ensure a smooth transition and adherence to customer experience standardsLead Salesforce and ZoomInfo integration efforts to enhance lead generation and data accuracyDevelop and distribute standardized monthly performance and forecast reports to leadershipAdminister Commercial Deposits user onboarding in Salesforce, reducing setup time and improving scalabilityConduct due diligence and ensure compliance with AML, KYC, and internal policiesCoordinate with internal teams to automate pipeline and deal reporting, maintaining 90%+ data accuracyDesign and maintain dashboards, reports, and tools to track key performance indicators (KPIs), sales productivity, and pipeline healthAnalyze sales trends and business performance to identify actionable insights that drive revenue growth and operational efficiencyCollaborate with leadership and sales teams to forecast performance and evaluate progress toward strategic objectivesSupport the development and maintenance of performance management frameworks, sales scorecards, and incentive modelsUtilize advanced Excel, AI tools, and business intelligence platforms to streamline reporting and enhance decision-makingServe as a Salesforce power user and administrator, managing workflows, reports, dashboards, and user supportProactively identify areas for improvement and recommend solutions—thinking beyond the data to influence business directionWork cross-functionally with Sales, Finance, Strategy, and Marketing to align insights and reporting with organizational goalsLead other strategic or cross-functional projects assigned by the SVP, Commercial Deposit Sales & StrategyTakes initiative to move the team forward Qualifications: Bachelor’s degree in Business Administration, Finance, Economics, Data Analytics, or a related field2+ years of experience in an analyst or sales support role, preferably in a performance-driven environmentProficiency in Salesforce, Excel, AI tools; experience with ZoomInfo a plusSalesforce administrator experience required; ability to manage users, reports, dashboards, workflows, and basic automationStrong experience with AI tools and platforms (e.g., Excel Copilot, Tableau AI, Power BI, ChatGPT)Strong interpersonal communication skills with a client-first mindsetDetail-oriented with the ability to manage multiple priorities in a fast-paced environmentClear ambition to move into a front-line sales or business development role over timeExcellent critical thinking and problem-solving skills; ability to work independently and make strategic recommendationsPersuasive communication and collaboration skills across technical and non-technical teams Axos Employee Benefits May Include: Medical, Dental, Vision, and Life InsurancePaid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)HSA or FSA account and other voluntary benefits401(k) Retirement Saving Plan with Employer Match Program and 529 Savings PlanEmployee 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 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)