Senior Commercial Client Services Specialist

3 weeks ago

Irvine, United States EverBank NA Full time
Job Description

Sr Commercial Client Services Specialist
The Senior Commercial Client Services Specialist is responsible for delivering exceptional customer service and support to Commercial and Specialty Deposit Group Leaders, Relationship Managers and their respective clients and prospects. This role serves as the primary point of contact for targeted commercial and specialty deposit clients with complex bank account structures and servicing requirements, ensuring timely problem resolution and professional servicing. Additionally, the Senior Commercial Client Services Specialist assists in mentoring and training associates under the supervision of the Manager.

Key Responsibilities and Duties
  • Serves as the primary contact for targeted commercial and specialty deposit clients with complex bank account structures and servicing requirements.
  • Performs other duties as assigned.
  • Assists clients with all routine servicing needs, including account establishment, management, and maintenance requests.
  • Maintains a thorough understanding of the industries, relationships and portfolios supported, ensuring accurate and professional customer service delivery.
  • Assists preparation of statements for clients, along with conducting reconciliation and investigation efforts when needed.
  • Actively engages with Commercial and Specialty Deposit Group Leaders, Relationship Managers, and clients to address inquiries, resolve issues, and provide support as needed.
  • Assists in contract and documentation review, as well as account onboarding processes.
  • Maintains the organization's brand and service excellence culture through superior industry, product and service knowledge, personalized service, and ensuring client satisfaction during and after the account onboarding process.
  • Collaborates with Deposit Relationship Managers and Business Partners to ensure timely resolution of issues and support client needs effectively.
  • Assists Management with overseeing the day-to-day operations, including daily report review, and performing quality oversight of completed tasks.
  • Stays abreast of industry trends, regulatory changes, and best practices related to commercial and specialty banking and deposit services.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level
7IC

Additional Information

Preferred Qualifications
  • 7+ years of experience in Commercial Banking relationship management.
  • Strong understanding of complex commercial and specialty account structures, banking payment systems and treasury management services.
  • Demonstrates knowledge of specialty industries and fiduciary accounts (Escrow, Title, Exchange Accommodators, Property Management and Homeowners Association).


Hourly Pay Range: $35 - $50

Hybrid work is a minimum of four days a week, one flexible day for remote work.

Posting End Date:9/20/24

#LI-Hybrid

#LI-AF1

Job Description Disclaimer

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

Company Summary

EverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

VEVRAA Federal Contractor

Benefits Summary

EverBank is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.

EverBank's Total Rewards package includes superior benefits such as, health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

EverBank prohibits pay discrimination on the basis of any protected characteristic.

EverBank may require a background check as a condition of employment. Qualified applicants with arrest and/or conviction records will be considered in accordance with applicable federal, state, and local laws and regulations, including, but not limited to, any laws and regulations specifically pertaining to banks and federal contractors.

EverBank seeks priority referrals of protected veterans for jobs at all locations within the state.

EEO Statement

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

Pay Transparency Non-Discrimination Provision

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information. If you believe that you have experienced discrimination, contact OFCCP at [redacted]. TTY [redacted]. www.dol.gov/ofccp.

Machine Readable Files
The Transparency in Coverage Final Rules require certain group health plans to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the benefit package options under are linked below:

Machine Readable Files (MRFs) - Aetna

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