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Relationship Manager Banking Support

Relationship Manager Banking Support

Job ID 
Job Locations 
US-CA-San Diego
Job Type 
Regular Full-Time
Business Banking

More information about this job


BofI Federal Bank [NASDAQ: BOFI] with approximately $8.5 billion in assets, is one of the fastest growing internet banks in the nation and is rated in the top 5 of online banks in the country!   We are very forward thinking, technologically sophisticated, and a pioneer in our industry!   


We are looking for a Relationship Manager Banking Support to provide account set-up and maintenance support for assigned Business Banking Sales staff. Conducts initial due diligence on new clients. Delivers on-going service and solutions to small business and middle-market deposit cash management portfolio and maintains regular contact with clients.   


  • Conduct thorough due diligence and on-board new account relationships, to support assigned Commercial Relationship Manager(s)
  • Maintain strong client relationships through regular client contact
  • Act as liaison between customer/prospect, Commercial RM, and other business partners
  • Work effectively with business partners in Cash Management, Deposit Operations, BSA/Compliance to ensure appropriate solutions within the bank's policy and procedures guidelines
  • Make referrals to business partners in C&I, CRE, and SFR, as appropriate
  • Manage weekly reports required to monitor call and business growth success (e.g., Salesforce pipeline and management reports)
  • Fulfill service requests from clients and recommend additional banking solutions, as identified

Key Skill Sets or Knowledge Requirements:

  • Strong customer service and sales acumen
  • Effective and professional written and verbal communication skills
  • Ability to multi task/prioritize work effectively
  • Basic knowledge of Bank compliance, including BSA
  • Proficient in Microsoft Word and Excel
  • Strong attention to detail
  • Positive attitude, collaborative team player
  • Exceptional problem-solving skills
  • Organized and detail oriented
  • Ability to work with little supervision
  • Excellent customer service

Desired Career Experience & Education Requirements:

  • High School diploma
  • 3+ years small business banking and cash experience (or strong general business acumen and knowledge of various industries and business models)
  • Client-facing sales and service experience
  • Knowledge of CRM/Contact Management system (Salesforce preferred)
  • Campaign development and management
  • Continuing career development in sales, service, cash management, accounting, and/or credit



  • Bilingual in English and Spanish
  • Experience in Municipalities, REIT's, Third-Party Payment Processing, and/or Healthcare



Job Functions & 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.



Equal Employment Opportunity:


BofI Federal Bank 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.