Banking Specialist

Banking Specialist
The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships.

Key Responsibilities and Duties

• Promotes financial services suitable for the client based on profiling, identifying client’s needs, acting as an advocate and partnering with specialists throughout the enterprise.
• Performs cash vault and/or other financial center operational responsibilities as directed.
• Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
• Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.
• Exceeds client expectation by taking ownership and accountability of the client and making the client’s needs a priority.
• Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.
• Refers customers' financial needs to other bankers and partners as needed.
• Executes the bank's risk culture and strives for operational excellence.
• Adheres to established policies and procedures while opening/servicing the full range of Retail products.
• Understands competitor products and services and advantages of the organization's banking products and services.

Minimum Qualifications

• 2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.
• Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.
• Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.
• Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions.
• Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.

Role Specific Work Experience

• No Experience Required; 2+ Years Preferred

Educational Requirements

• High School Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
3IC

 

Posting End Date: 2/13/26

EverBank is an American diversified financial services company providing banking and investment services, primarily via a direct bank. It is based in Jacksonville, Florida. It is owned by funds managed by Stone Point Capital, Warburg Pincus, Reverence Capital Partners, Sixth Street Partners, and Bayview Asset Management as well as TIAA. It is on the list of largest banks in the United States.