Senior Financial Center Manager

EverBank • Coral Gables, FL

5d

About The Position

The Senior Financial Center Manager is responsible for the financial center’s effective performance, including operations and risk management, sales performance, and customer experience. The manager leads, manages, and develops associates in alignment with the Bank’s strategic goals and provides resources for cross-training, such as financial planning, to help clients achieve immediate and long-term financial goals.

The role oversees regulatory and operational compliance, manages financial center results and budgets, develops team performance, and builds partnerships across the Bank and local community. The manager also provides financial expertise to other area managers and represents the Bank in community-based activities and on boards.

Requirements

• At least 5 years of branch management experience.
• Proven ability to lead, coach, and develop direct reports to achieve performance and operational goals.
• At least 3 years of client prospecting and business development experience, including identifying growth opportunities and expanding client relationships.
• Demonstrated success in community involvement and client engagement, with a focus on relationship building, local market outreach, and brand representation.
• University degree preferred.

Nice To Haves

• Bilingual in English and Spanish, with the ability to communicate professionally in both languages.
• 7 or more years of role-specific work experience preferred.

Responsibilities

• Ensure the financial center complies with banking laws, regulations, policies, and procedures to reduce risk exposure.
• Operate within the Bank’s risk appetite by identifying, assessing, managing, monitoring, and reporting risks.
• Monitor, coach, and hold the team accountable for sales and performance goals, operational compliance, and efficiency.
• Resolve low- to moderately complex customer and employee experience issues to meet financial center objectives.
• Implement operational procedures in accordance with internal policies and directives.
• Prioritize, inspect, and delegate teamwork to deliver results effectively.
• Lead the financial center and collaborate with stakeholders, peers, and internal partners to deliver a customer-centric experience.
• Manage expenses and budgets in alignment with objectives and make sound financial decisions.
• Provide technical expertise on financial issues to other area managers to support revenue and expense budgeting and understanding of financial reports.
• Identify obstacles and improve processes, procedures, and best practices to deliver exceptional client service.
• Partner with all lines of business, including commercial and multifamily lending groups.
• Represent the Bank in local community-based activities and on boards.
• Manage team performance through regular, timely feedback and formal performance reviews to support exceptional service, engagement, motivation, and development.
• Provide associates with cross-training resources, including financial planning, to help clients accomplish immediate and long-term financial goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior