• Small Business Banking Relationship Manager

    Job Locations US-CA-San Diego
    Job ID
    2018-2255
    Job Type
    Regular Full-Time
    Department
    Business Banking
  • Description:

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

     

    Job Responsibilities:

    • Responsibility for growth of a portfolio of small business deposit accounts acting as the key point of contact for the small business owner
    • Spends the majority of time generating new business by calling on customer requests for information, opening new accounts, following up for funding on new accounts, cross-selling other bank products
    • Retains existing business by handling rate negotiations and addressing customer's needs to add value
    • Works with others on the small business team to ensure fast and efficient processing of accounts
    • Works with BSA team to ensure proper due diligence for new account boarding

    Key Skill Sets or Knowledge Requirements:

    • Ability to manage a pipeline of prospects using SalesForce and other systems
    • Experience in sales and accountability for production
    • Familiarity with various business types and how they operate
    • Proficient in MS Office Suite
    • Comfortable meeting deadlines for production
    • Comfortable talking on the phone with clients

    Desired Career Experience & Education Requirements:

    • 2+ years in banking
    • 1+ year in business banking
    • High school diploma

    Preferred:

    • Four year college degree

    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.

     

     

    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.

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