Associate Relationship Manager

Axos Bank

. Understand customer needs and requirements through conversations with sales team, data mining, and industry publications .

Posted 9/30/2026full-timeRemote • Oregon • United StatesJuniorMid-Level💰 $50,000 - $58,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong inside sales capabilities with a focus on customer needs assessment, effective communication, and collaboration with internal teams. Proficient in utilizing Salesforce.com and Microsoft Excel for data management and reporting.

Highest-signal resume keywords

Inside Sales ExperienceSalesforce.com ProficiencyExcellent Verbal CommunicationTime Management SkillsCredit Application Processing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit Application SubmissionData MiningForecasting Data ManagementQuote PreparationCRM Software Proficiency

Soft Skills

Strong Listening SkillsPresentation SkillsMulti-tasking Ability

Tools & Technologies

Salesforce.comMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Customer Needs AssessmentVendor Partner CommunicationContract DocumentationE-Verify ComplianceBackground Check Requirements

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Understand customer needs and requirements through conversations with sales team, data mining, and industry publications
Submit complete and thorough credit applications
Follow up with customers for missing application materials, credit questions, and required contract documentation
Maintain information and forecasting data within internal systems
Work effectively with internal functional groups to facilitate and expedite communications with vendor partners and customers
Assist sales with providing quotes to vendor partners
Assist in gathering background information on original equipment manufacturers and their sales channels for potential new programs

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
Proven inside sales experience
Excellent verbal and written communications skills
Strong listening and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Experience working with Salesforce.com or similar CRM
Experience working with Excel and PowerPoint
Must successfully pass a credit check, criminal background check, and pre-employment drug screening, including screening for marijuana
Must meet employment eligibility requirements verified through E-Verify

Benefits

Comp & perks

Eligible for an Annual Discretionary Cash Bonus Target: 10%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%
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
Free access to an Axos Bank Account with Self-Directed Trading