Assistant Treasurer
The Assistant Treasurer job will oversee multiple areas within Treasury & Finance in support of the Bank's strategic and financial objectives. This position will leverage strategic & analytical thought leadership & support for key finance initiatives including development of balance sheet strategies, asset liability management, financial planning/forecasting, and capital management. This position requires strong analytical skills, a deep understanding of Finance and Treasury concepts with particular focus within banking. The role will engage with senior & executive leadership across the bank. The role will also participate in discussions with Bank regulators.
Key Responsibilities and Duties
- Assists the Treasurer in managing the Bank’s capital, liquidity, and overall Treasury Function.
- Leads executive level discussions on broad scope of topics that may include balance sheet management/strategy, capital, liquidity, deposits and analytical insights.
- Partners with investment portfolio team to align portfolio & acquisition objectives on capital, liquidity, IRR and credit to bank’s broader balance sheet strategy.
- Ensures alignment of risk management with existing limits while framing forward looking strategies for liquidity and interest rate risk.
- Helps identify and mitigate financial risks related to interest rates, currency fluctuations, and credit exposure.
- Collaborates with other departments to optimize financial performance and support strategic initiatives.
- Leads strategies for capital management, liquidity, funds transfer pricing and partners with business units to ensure alignment between asset pricing and profitability.
- Serves as Treasury subject matter expert on key strategic and M&A initiatives including: balance sheet actions, capital & liquidity evaluation, asset portfolio and deposit valuations.
Educational Requirements
- University (Degree) Preferred
Minimum Qualifications
- 8+ years of progressive experience in Treasury, Asset Liability Management (ALM), Corporate Finance, Capital Management, or Banking Finance.
- Demonstrated knowledge of banking regulations, liquidity management, interest rate risk (IRR), capital planning, and balance sheet management.
- Tenured experience leading and developing high-performing teams, including management responsibility for Treasury, Finance, or related banking functions.
Preferred Qualifications
- 10+ years of banking Treasury leadership experience, including responsibility for capital, liquidity, funds transfer pricing (FTP), and balance sheet strategy.
- Experience presenting complex financial strategies and analytical insights to executive leadership, Board committees, regulators, and stakeholders during strategic initiatives or M&A activities.
- Professional designation such as CFA, CPA, or Certified Treasury Professional (CTP).
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. (Highly preferred)
Role Specific Experience
- 8+ Years Required; 10+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Preferred Qualifications
Posting end date: 10/19/26
Skills Required
- University degree
- 8+ years of progressive experience in Treasury, Asset Liability Management, Corporate Finance, Capital Management, or Banking Finance
- Knowledge of banking regulations, liquidity management, interest rate risk, capital planning, and balance sheet management
- Experience leading and developing high-performing teams, including management responsibility for Treasury, Finance, or related banking functions
- 10+ years of banking Treasury leadership experience with responsibility for capital, liquidity, funds transfer pricing, and balance sheet strategy
- Experience presenting complex financial strategies and analytical insights to executive leadership, Board committees, regulators, and stakeholders during strategic initiatives or M&A activities
- Professional designation such as CFA, CPA, or Certified Treasury Professional
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
EverBank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EverBank and has not been reviewed or approved by EverBank.
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Fair & Transparent Compensation — Pay is often positioned as fair-to-good, including being competitive for certain roles and local markets. Satisfaction appears stronger in specific teams where compensation aligns with expectations.
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Wellbeing & Lifestyle Benefits — Well-being extras are emphasized, including a Lifestyle Spending Account for eligible wellness expenses alongside wellness resources and an EAP. These features can increase perceived total rewards value beyond base pay.
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Retirement Support — Retirement support is framed around a 401(k) match up to 4% with additional insurance protections. The structure is described as competitive for a mid-size bank, even if not best-in-class.
EverBank Insights
What We Do
EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
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