Senior Commercial Banking Services & Onboarding Lead

EverBank Financial Corp.; Irvine, Jacksonville (CA, FL); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

401(k) savings

Additional wellness & voluntary benefit

Life and Disability Insurance

Job summary

EverBank, N.A. in Irvine, California is seeking a Senior Commercial & Business Services Specialist Sr to provide expert support to Commercial and Specialty Deposit Group Leaders and Relationship Managers.

You will be the primary contact for complex client accounts, manage onboarding, review applications, and ensure compliant servicing while mentoring associates. The role emphasizes collaboration with Relationship Managers, process improvements, and strong risk management.

Qualifications

• 3+ years in complex commercial structures and related banking services.
• Experience supporting commercial banking clients and business account relationships.
• Strong knowledge of onboarding, maintenance and servicing of commercial accounts.
• Understanding of treasury management, cash management and lending products.
• Excellent client service and relationship-building skills.
• Familiarity with KYC, CDD, AML processes.

Responsibilities

• Serve as the primary contact for targeted commercial clients with complex account structures and servicing needs.
• Oversee onboarding of high-value and complex business accounts with relationship managers.
• Review transactions for unusual, suspicious, or high-risk activity; conduct investigations as needed.
• Lead process improvement initiatives, automation, centralization and operational streamlining.
• Assist in fraud prevention, risk mitigation and client education on security.
• Coordinate with Fraud Operations, Risk, and Operations teams as needed.

Skills

Commercial banking experience

Client onboarding

Relationship management

Fraud risk awareness

Education

University degree preferred

Job description

EverBank, N.A. in Irvine, California is seeking a Senior Commercial & Business Services Specialist Sr to provide expert support to Commercial and Specialty Deposit Group Leaders and Relationship Managers.

You will be the primary contact for complex client accounts, manage onboarding, review applications, and ensure compliant servicing while mentoring associates. The role emphasizes collaboration with Relationship Managers, process improvements, and strong risk management.