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Relationship Manager

The Relationship Manager is responsible for multiple lines of business or industry segments for commercial entities or professional firms with more complex treasury management needs. This job's primary focus is on sourcing new business opportunities to sell depository and cash management products and services to targeted prospective clients. Under moderate supervision, this job is responsible for sourcing, establishing, and developing profitable new business banking client relationships, as well as expanding and retaining existing relationships.

Key Responsibilities and Duties

+ Executes integrated sales and relationship strategies that are in alignment with the enterprise business plan and cash management goals and objectives.

+ Maximizes deposit growth and cash management accounts through partnerships with enterprise specialists.

+ Partners with other organizational sales channels and divisions to ensure ongoing and appropriate communication supporting overall client and enterprise objectives, providing a seamless handoff resulting in a superior client experience.

+ Performs direct calls to clients and prospects and maintains client and prospective client customer relationship management database.

+ Ensures client satisfaction and relationship profitability.

+ Uses sound judgment in qualifying potential clients/deals as well as recommending the right financial solutions/products for the client.

+ Adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.

Minimum Qualifications

+ 5+ years of experience as a Relationship Manager in the financial services industry.

Preferred Qualifications

+ Demonstrated expertise in interpreting and analyzing complex account analysis statements to identify cost-saving opportunities and optimize cash flow.

+ Build and maintained strong client relationships through strategic networking and consultative business development, resulting in increased portfolio growth.

+ Deep understanding of Treasury Management products and services.

Role Specific Work Experience

+ 3+ Years Required; 5+ Years Preferred

Educational Requirements

+ No Advanced Degree Required Preferred

Physical Requirements

+ Physical Requirements: Sedentary Work

Career Level

7PL

_Considering candidates for this position in a remote or onsite work persona. This position requires up to 25% travel._

Posting End Date: 10/10/25

Job Seeker Notice

EverBank, N.A. 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 access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

**Pay Range** $109,900 - $148,700

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.