Comm Client and Bus Deposit Services Leader
The Commercial Client Services and Business Deposit Services Leader is accountable for the strategy, delivery, and governance of commercial and business deposit services across the bank. This position leads end-to-end accounting onboarding (digital and financial center), established a rigorous Day-2 Quality Control (QC) program for Financial Center-initiated applications, ensures strong controls across deposit servicing, and drive revenue for the Bank. Partners closely with Payment Operations, Fraud Operations, Risk & Compliance, and Technology to scale, digitize, and standardize capabilities that reduce cost-to-serve and improve service quality.
Key Responsibilities and Duties
- Commercial & Business Account Onboarding: Intake, KYC/CIP/BOI, documentation validation, risk scoring, funding, entitlement set up, and product bundling. Define the target operating model for deposit services, including dedicated teams for Onboarding and Maintenance, and a centralized Day 2 QC function for branch originated accounts. Drive STP, e signature, automated doc validation, and entitlement workflows; remove handoffs that create rework and breakage.
- Training & Coaching: Mentor team members on consultative selling techniques and cross-sell strategies to enhance overall team performance.
- Day 2 QC (Financial Center Initiated): Post opening control checks for documentation completeness, eligibility, parameter accuracy, sanctions/OFAC pass, and policy adherence; remediation and coaching loop back to Financial Centers. Design QC checklists, sampling methodology, risk tiering (e.g., entity type, high risk indicators), and escalation playbooks; publish monthly QC scorecards by Financial Center.
- Deposit Services Delivery: Routine maintenance, parameter management, QC sampling, exceptions/reconciliation, and SLA management for both commercial and retail portfolios.
- Risk & Governance: RCSA ownership for deposit services; policy standards; regulatory alignment (BSA/AML, Reg CC, Reg E, CIP/CDD). Own deposit services RCSA, control testing cadence, and policy updates; reduce residual critical/high risks and close audit issues on time.
- Drive Revenue Growth: Actively identify opportunities to deepen client relationships through tailored solutions across deposit, lending, treasury, and digital banking products.
- Cross-Selling Expertise: Collaborate with internal partners (Commercial Lending, Treasury Management, Wealth Management) to deliver comprehensive financial solutions that meet client needs.
- Proactive Client Engagement: Utilize data analytics and client insights to anticipate business needs and recommend appropriate products and services.
- Sales Leadership: Establish and monitor performance metrics for cross-sell initiatives, ensuring alignment with organizational goals and compliance standards.
- Pipeline Development: Maintain a robust pipeline of opportunities through relationship management, networking, and strategic prospecting.
Preferred Qualifications
- Demonstrated ability to drive efficiency improvements that enhance client satisfaction and elevate the overall client experience
Role Specific Work Experience
- 8+ Years Required; 10+ Years Preferred
Educational Requirements
- University (Degree) Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
10PL
Posting End Date: 2/17/26
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.
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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.
