{"id":2957889,"url":"https://alion.io/job/axos-bank-sr-relationship-associate","title":"Sr. Relationship Associate","company":{"id":1988551,"name":"Axos Bank","domain":"axosbank.com","url":"https://alion.io/company/axosbank","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":85,"open_postings":34,"ghost_share":0,"stale_share":0.618,"repost_share":0,"time_to_fill_p50_days":53,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["San Diego, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":25,"max":31,"currency":"USD","period":"hour","gross":null,"usd_annual":62000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"ChatGPT","optional":false},{"name":"Copilot","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Power BI","optional":false},{"name":"Salesforce","optional":false},{"name":"Tableau","optional":false}],"status":"closed","first_seen_at":"2026-10-20T22:04:03Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-22T08:49:22Z","board_verified":false,"closed_at":"2026-10-22T08:49:22Z","days_open":1,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":1},"description":"Axos BankTarget Range:\n$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.\nEligible 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.\nAbout This Job\nThe 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:\nCollaborate with Relationship Managers, Treasury Sales Officers, Operations, and Compliance to ensure a smooth transition and adherence to customer experience standards\nLead Salesforce and ZoomInfo integration efforts to enhance lead generation and data accuracy\nDevelop and distribute standardized monthly performance and forecast reports to leadership\nAdminister Commercial Deposits user onboarding in Salesforce, reducing setup time and improving scalability\nConduct due diligence and ensure compliance with AML, KYC, and internal policies\nCoordinate with internal teams to automate pipeline and deal reporting, maintaining 90%+ data accuracy\nDesign and maintain dashboards, reports, and tools to track key performance indicators (KPIs), sales productivity, and pipeline health\nAnalyze sales trends and business performance to identify actionable insights that drive revenue growth and operational efficiency\nCollaborate with leadership and sales teams to forecast performance and evaluate progress toward strategic objectives\nSupport the development and maintenance of performance management frameworks, sales scorecards, and incentive models\nUtilize advanced Excel, AI tools, and business intelligence platforms to streamline reporting and enhance decision-making\nServe as a Salesforce power user and administrator, managing workflows, reports, dashboards, and user support\nProactively identify areas for improvement and recommend solutions-thinking beyond the data to influence business direction\nWork cross-functionally with Sales, Finance, Strategy, and Marketing to align insights and reporting with organizational goals\nLead other strategic or cross-functional projects assigned by the SVP, Commercial Deposit Sales & Strategy\nTakes initiative to move the team forward\nQualifications:\nBachelor’s degree in Business Administration, Finance, Economics, Data Analytics, or a related field\n2+ years of experience in an analyst or sales support role, preferably in a performance-driven environment\nProficiency in Salesforce, Excel, AI tools; experience with ZoomInfo a plus\nSalesforce administrator experience required; ability to manage users, reports, dashboards, workflows, and basic automation\nStrong experience with AI tools and platforms (e.g., Excel Copilot, Tableau AI, Power BI, ChatGPT)\nStrong interpersonal communication skills with a client-first mindset\nDetail-oriented with the ability to manage multiple priorities in a fast-paced environment\nClear ambition to move into a front-line sales or business development role over time\nExcellent critical thinking and problem-solving skills; ability to work independently and make strategic recommendations\nPersuasive communication and collaboration skills across technical and non-technical teams\nAxos Employee Benefits May Include:\nMedical, Dental, Vision, and Life Insurance\n\nPaid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)\n\nHSA or FSA account and other voluntary benefits\n\n401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan\n\nEmployee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading\n\nAbout Axos\nBorn 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.\nAxos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol \"AX\" (NYSE: AX).\nLearn more about working at Axos\nPre-Employment Background Check and Drug Test:\nAll 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.\nEqual Employment Opportunity:\nAxos 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.\nJob Functions and Work Environment:\nWhile 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.\nThe 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.\nE-Verify and Right to Work Notices\nAxos 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.\nIER Right to Work Poster (English/Spanish)\nE-Verify Participation Poster (English/Spanish)","description_format":"text","description_chars":6897,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Restricted stock units","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Digital Banks & Neobanks","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-10-20T22:04:03Z"},{"event":"close","at":"2026-10-22T08:49:22Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 10 · green card filings: 1","filings_12m":10,"filings_prev_12m":24,"green_card_filings_12m":1,"median_offered_wage_usd":127045,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":null,"pay":{"stated_usd_annual":62000,"is_top_pay":false},"html_url":"https://alion.io/job/axos-bank-sr-relationship-associate","json_url":"https://alion.io/job/axos-bank-sr-relationship-associate.json","meta":{"generated_at":"2026-10-24T12:21:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17707,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1988551},"rest":"https://alion.io/mcp/rest/get_company?id=1988551"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Faxos-bank-sr-relationship-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Faxos-bank-sr-relationship-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Faxos-bank-sr-relationship-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/axos-bank-sr-relationship-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Faxos-bank-sr-relationship-associate"}]}