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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: 1/20/26

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** $157,900 - $213,600

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.