Banking Specialist

EverBank Financial Corp.

Fort Lauderdale (FL)

On-site

USD 34,000 - 47,000

Full time

44 hours ago

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Benefits offered by this job

Medical benefits

Dental & Vision

HSA/FSA

401(k) savings

Paid holidays & PTO

Wellness programs

Tuition reimbursement

Life & Disability Insurance

Job summary

EverBank, N.A. in Florida seeks a Banking Specialist to promote banking services, open accounts, and deliver outstanding client service. You will identify needs, refer to team specialists, and help deepen client relationships across retail and commercial banking segments.

You will support daily branch operations, assist with account openings, and collaborate to exceed service and revenue goals while maintaining risk compliance and strong customer experience.

Qualifications

2+ years of experience in retail banking with teller operations and cash handling.
Proficient in both operational and universal banking functions for branch activities.
Ability to assist consumer and small business clients and open new accounts.
Proven capability to acquire, retain, and deepen client relationships through consultative engagement.
Exceptional customer service skills with multitasking in fast-paced environments.

Responsibilities

Promotes financial services suited to the client based on profiling and partnerships with specialists.
Performs cash vault and other operational responsibilities as directed.
Assists clients with opening new accounts and service requests, and submits credit applications.
Exceeds client expectations by owning the client relationship and prioritizing needs.
Meets or exceeds customer experience and production goals to drive revenue growth.
References customers’ financial needs to other bankers and partners as needed.
Supports risk culture and adheres to policies while servicing Retail products.
Understands competitor products and advantages of the bank's services.

Skills

Retail banking experience

Operational & universal banking

Client relationship development

Consumer & small business support

Exceptional customer service

Education

High School preferred

Job description

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 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 consumer and 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.

Preferred Qualifications

3+ years of retail banking experience, with a strong background in teller operations and cash handling.
Highly motivated self-starter with an innovative mindset and a proven ability to take initiative and deliver strong results.

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

10/17/26

$25 - $34 ,

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers

Qualifications

EverBank, N.A. 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. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences.

The following benefits are available through the Company: