EverBank
Retail Bank Operations Manager
EverBank, San Francisco, California, United States, 94199
Retail Bank Operations ManagerThe Retail Bank Operations Manager (ROM) job ensures operational integrity and risk mitigation within Branch Banking, Small Business Banking, and Private/Wealth segments of the Retail Bank. This role demonstrates global perspective and identifies opportunities to improve operational efficiency by providing oversight through direct contracted testing and monitoring of various segments' adherence to policy, procedures and regulatory requirements. The ROM may be the subject matter expert who will lead or participate in various Retail Bank Operations initiatives/projects. Key Responsibilities and DutiesImplements strategies that drive operational integrity and risk mitigation within Branch Banking, Small Business Banking and Private/Wealth segments of the Retail Bank. As required, lead project or participate as a subject matter expert in various Retail Bank Operations projects.Evaluates operations control process effectiveness through monitoring, site visits, and completion of certifications and evaluation of segment adherence to current policies, procedures, and regulatory requirements. Partners with line of business leadership to remediate risk and compliance issues identified by 1st, 2nd, 3rd Lines of Defense reviews and division testing. Ensures action plan/remediation activities address identified risk/opportunities and monitor to expected results.Provides transaction approvals, exceptions, and variances to established policy or procedures. Determines appropriate signing authority of segment employees by evaluating market need and personnel competency.Oversees all security/control functions of Branch Banking, Small Business Banking, Private/Wealth; robberies, fraud, large teller differences, defalcations, operating losses and violations of the Bank's Code of Conduct. Monitor, report, and direct corrective measures to address deficiencies.Directly coordinates and implements optimization activities for Branch Banking (e.g. de novos, relocations, consolidations, model changes).Performs various operational activities/testing/monitoring activities such as certifications, cash audits, key audits, shipping of records, safe deposit activities to include box forcing, lock interchanges, annual escheatment of unclaimed contents, etc. Works with line of business leadership to address policy/procedure violations and recordkeeping issues.Ensures appropriate utilization of all technology systems to maintain the highest level of operating efficiency and staff utilization through regular visits and testing/monitoring of activities.Plans and facilitates the presentation for the Retail Bank of operational risk, sales, compliance, and service programs and activities to ensure a safe and sound environment.Reports results of monitoring and testing to division management. Works with other business partners to develop reports that will provide the necessary information and results desired.Educational RequirementsUniversity (Degree) PreferredWork Experience5+ Years Required; 7+ Years PreferredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level 8ICCandidates considered for a remote work persona within the San Francisco Bay Area.Preferred Qualifications10+ years of banking experience5+ years of retail banking operations experienceExperience with Mergers & Acquisitions (M&A)De Novo branch implementation and process improvement experienceAbility and willingness to travel at least 60% of the time by personal, or leased vehicle and/or by airplane within the state of CA, including overnight stays.Posting End Date: 11/12/24