Senior Financial Center Manager

EverBank•Cupertino, CA

About The Position

The Financial Center Manager Senior is responsible for the effective performance of the financial center, including operations/risk management, sales performance, and customer experience. Manages, leads, and develops associates that align with the Bank's strategic goals. Provides the team with resources for cross training such as financial planning to help clients accomplish their immediate and long-term financial goals.

Requirements

7+ years of senior‑level branch management experience
3+ years of client prospecting and business development experience
Proven success in community involvement and client engagement, with a strong background in relationship building and local market outreach

Nice To Haves

5+ Years Required; 7+ Years Preferred
University (Degree) Preferred

Responsibilities

Ensures financial centers are compliant with banking law, regulations, policies, and procedures to reduce risk exposure. Operates within the Bank’s risk appetite and achieves results by identifying, assessing, managing, monitoring, and reporting risks of all types.
Monitors, coaches and holds team accountable for sales and performance goals and operational compliance and efficiencies.
Resolves low to moderately complex issues regarding the customer and employee experience to meet financial center objectives.
Implements the operational procedures, in accordance with internal policies and directives.
Delivers results by effectively prioritizing, inspecting and appropriately delegating teamwork.
Leads the financial center while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience.
Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Provides technical expertise on financial issues to other area managers to help them develop revenue and expense budgets and understand financial reports.
Identifies obstacles and improves processes to define and refine processes, procedures and best practices with the ultimate result being exceptional client service.
Effectively partners with all lines of business including commercial, and multifamily lending groups.
Represents the bank in local community-based activities and boards.
Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.