EverBank · 1 week ago
Commercial Client Services and Business Deposit Services Leader
Irvine, CA
Full-time
Onsite
Senior Level, Lead/Staff
$158K/yr - $214K/yr
8+ years expEverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients. The Commercial Client Services and Business Deposit Services Leader is responsible for the strategy, delivery, and governance of commercial and business deposit services, ensuring strong controls and driving revenue for the Bank.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
8+ Years Required; 10+ Years Preferred
Demonstrated ability to drive efficiency improvements that enhance client satisfaction and elevate the overall client experience
University (Degree) Preferred
Physical Requirements: Sedentary Work
Benefits
Medical, dental, vision & HSA/FSA
401(k) savings
Paid holidays & generous PTO
Additional wellness & voluntary benefits
Tuition reimbursement
Commuter Benefits
Life and Disability Insurance
Company
EverBank
We’re a premium performance banking partner.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$350M2025-08-07Debt Financing· $200M
2024-08-28Debt Financing· $150M
2016-08-03Acquired
Leadership Team
Stephen Sullivan
Chief Technology Officer
Steven Potts
Executive Vice President, Chief Financial Officer
Recent News
2025-08-07
Company data provided by crunchbase