Senior Financial Center Manager

EverBank•Coral Gables, FL

About The Position

The Senior Financial Center Manager is responsible for the financial center’s overall performance, including operations and risk management, sales performance, and customer experience. The manager leads and develops associates in alignment with the Bank’s strategic goals and provides resources for cross-training, including financial planning, to help clients meet immediate and long-term financial goals. The role oversees regulatory and operational compliance, sales and performance goals, customer and employee issues, budgets and expenses, and team development. It also involves collaboration with internal partners and other lines of business, technical financial guidance for area managers, process improvement, and representation of the Bank in community activities and boards.

Requirements

  • At least 5 years of branch management experience, with a demonstrated 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.

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; 7 or more years preferred.
  • University degree preferred.

Responsibilities

  • Ensure financial centers comply with banking laws, regulations, policies, and procedures, and identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.
  • Monitor, coach, and hold the team accountable for sales and performance goals, operational compliance, and efficiency.
  • Resolve low- to moderately complex issues related to customer and employee experience.
  • Implement operational procedures in accordance with internal policies and directives.
  • Prioritize, inspect, and delegate teamwork to deliver results.
  • Lead the financial center and collaborate with stakeholders, peers, and internal partners to provide 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 boards.
  • Manage team performance through regular, timely feedback and formal performance reviews, supporting exceptional product delivery and team engagement, motivation, and development.
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