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Associate Relationship Manager

Role overview

Qualifications

  • Bachelor’s degree preferred or equivalent experience in business, finance, sales, economics, or a related field
  • Strong organizational and time management skills with exceptional attention to detail
  • Effective verbal and written communication skills
  • Ability to manage multiple priorities in a fast-paced environment

Responsibilities

  • Support Relationship Managers in the management and growth of vendor financing relationships
  • Assist with transaction intake, documentation collection, and coordination between teams
  • Prepare transaction summaries, pricing requests, presentation materials, and approval packages
  • Maintain accurate pipeline reporting, sales forecasts, and relationship activity within CRM and internal systems

Key facts

Other skills

  • Relationship Management
  • Analytical Skills
  • Problem Solving
  • Detail Oriented
  • Organizational Skills
  • Time Management
  • Multitasking

About the company

Axos Business Center logo

Axos Business Center

Axos Business Center (ABC) is a captive offshore center in the Philippines that is owned and operated by Axos, a US-based financial services firm that offers a wide range of services to consumers and companies. We’re looking for driven professionals who are eager to innovate in the financial services and technology space to provide professional services to our US-based teams. Our team delivers services to a variety of teams including technology, compliance, finance, and operations.

Company details

Company size51 - 200

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Job description

Axos Bank

Target Range:

$110,000.00/Yr. - $130,000.00/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 Associate Relationship Manager supports the development, management, and growth of vendor financing relationships across assigned market segments. Working closely with Relationship Managers and internal business partners, this role assists with transaction coordination, vendor support, pipeline management, and sales initiatives while developing a strong foundation in equipment finance, credit, and relationship management.

The Associate Relationship Manager serves as a key liaison between vendors and internal teams, helping ensure a high-quality customer experience and efficient execution of financing transactions. This position offers a growth path into a Relationship Manager role through increased responsibility and business development exposure.

Responsibilities:

  • Support Relationship Managers in the management and growth of vendor financing relationships
  • Assist with transaction intake, documentation collection, and coordination between Sales, Credit, Operations, Capital Markets, and Servicing teams
  • Prepare transaction summaries, pricing requests, presentation materials, and approval packages
  • Maintain accurate pipeline reporting, sales forecasts, and relationship activity within CRM and internal systems
  • Coordinate vendor onboarding activities, program implementation, and ongoing administrative support
  • Respond to vendor inquiries and assist in resolving operational or transaction-related issues
  • Monitor transactions throughout the underwriting, approval, documentation, and funding processes to help ensure timely execution
  • Participate in vendor calls, meetings, and presentations to strengthen relationships and gain industry knowledge
  • Conduct market, industry, and vendor research to identify growth opportunities and emerging trends
  • Assist with sales campaigns, marketing initiatives, and business development activities
  • Develop a working knowledge of equipment finance products, credit fundamentals, pricing methodologies, and sales processes
  • Support special projects and continuous improvement initiatives that enhance operational efficiency and customer experience
  • Maintain compliance with company policies, procedures, and regulatory requirements

Qualifications:

  • Bachelor’s degree preferred or equivalent experience in business, finance, sales, economics, or a related field
  • Strong organizational and time management skills with exceptional attention to detail
  • Effective verbal and written communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong analytical and problem-solving abilities
  • Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint

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 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)

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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