• Sales and Relationship Manager

    Job Locations US-CA-San Diego
    Job ID
    Job Type
    Regular Full-Time
  • Description:

    BofI Federal Bank [NASDAQ: BOFI] with over $9 billion in assets is one of the fastest growing banks in the nation.  We are rated in the top 5 online banks in the country!  


    The current scope of the position of a Sales and Relationship Manager will generally include the following duties:

    • Proactively solicit new HNW relationship for deposit accounts from the following sources:
      • Internal referrals
      • Outbound call campaigns
      • Responding to Requests for Information
      • Center's of Influence (attorney's, CPAs, Financial Advisors, Realtors)
      • Networking
      • Social Media platforms (LinkedIn)
    • Manage the sales process from lead to funding
    • Manage leads, clients and opportunities via SalesForce
    • Actively cross sell additional bank products to current clients
    • Retain clients with exceptional service and communication
    • Leverage your own referral network for new sales and continually grow your sources of referrals

    Key Skill Sets or Knowledge Requirements:

    • Sales experience
    • Strong professional network
    • Banking or finance
    • SalesForce
    • Strong communication skills
    • Good phone skills

    Desired Career Experience & Education Requirements:

    • Banking experience working with High Net Worth clients
    • Sales experience and ability to consistently meet quarterly goals
    • Comfortable making outbound sales calls as part of a sales campaign (cold calling)
    • Customer service experience


    • Bachelor's degree

    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.



    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed