Assistant Financial Center Manager

EverBank•Coral Gables, FL

About The Position

The Assistant Financial Center Manager supports a retail financial center across operations, risk management, new accounts, and customer experience. The role oversees daily operations, supports deposit and account growth, facilitates loans, develops strategic partnerships, and trains, coaches, and develops staff. The Assistant Financial Center Manager assumes responsibility for the financial center in the Manager’s absence, maintaining operational continuity and compliance.

Requirements

  • At least 4 years of assistant branch management and/or supervisory experience in a retail banking environment.
  • Demonstrated success coaching, training, and developing team members while driving performance and achieving business objectives.
  • Strong operational and risk management expertise, including experience with compliance, audits, policies, procedures, and daily financial center operations.
  • Excellent client service skills, including the ability to resolve complex client concerns and build lasting customer relationships.
  • Experience growing deposits and acquiring new accounts through proactive outreach, relationship management, and business development.
  • Strong organizational, prioritization, and multitasking skills, with the ability to manage multiple responsibilities in a fast-paced environment.
  • Fluency in both English and Spanish.
  • At least 3 years of role-specific work experience required.

Nice To Haves

  • At least 5 years of role-specific work experience preferred.
  • Vocational and/or technical education preferred.

Responsibilities

  • Ensure client interactions reflect the Bank’s commitment to excellence and promptly and professionally address inquiries, concerns, and complaints.
  • Assume managerial responsibilities in the Financial Center Manager’s absence, ensuring continuity of operations and adherence to protocols.
  • Collaborate with team members to maintain a positive and productive work environment.
  • Implement strategies to enhance client satisfaction and loyalty.
  • Oversee daily operations for efficiency and regulatory compliance; identify and mitigate operational risks; and collaborate with internal stakeholders on operational improvements.
  • Adhere to bank policies and procedures, including applicable federal and state regulations and laws.
  • Attract new clients and grow deposit accounts by promoting deposit products and services and analyzing market trends and competitor activity.
  • Facilitate loan origination, including application processing and approval, and work with underwriting teams to support timely, accurate loan decisions.
  • Educate clients about loan products, terms, and eligibility criteria.
  • Cultivate partnerships with local businesses and organizations, identify collaboration opportunities, act as a liaison with external partners, and partner with business lines including commercial and multifamily lending groups.
  • Train associates on banking products, procedures, and client service, and mentor, develop, and coach team members.
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