Premier Banker

Manage and grow a portfolio of Premier client deposit relationships with a focus on balance growth, fund retention, and overall portfolio profitability. Actively protect and retain client deposits through proactive engagement, timely outreach, and tailored pricing discussions when balances are at risk. Serve as a trusted financial partner by understanding clients' needs and recommending appropriate deposit, lending, and treasury solutions. Generate new business through referrals, inbound requests, and targeted outreach, including opening new accounts and ensuring timely funding. Deepen existing relationships through thoughtful cross-selling of relevant bank products and services aligned to client goals. Maintain strong, long-term client relationships by delivering responsive service, resolving inquiries, and addressing escalations promptly. Retain and expand existing business by leading rate discussions, addressing client concerns, and consistently delivering value that reinforces Axos as the client's primary banking relationship.