Banking Specialist

EverBank; Los Angeles (CA); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Medical, dental, vision & HSA/FSA

401(k) savings

Paid holidays & generous PTO

Wellness & voluntary benefits

Job summary

EverBank, N.A. promotes its banking services, opens accounts, delivers exceptional client service, and makes introductions to team specialists such as financial centre managers, relationship managers, and other banking professionals.

This role focuses on acquiring, retaining, and deepening client relationships with both retail and business clients, while supporting ongoing sales opportunities and delivering top-tier service.

Qualifications

• 3+ years of experience in retail banking with teller operations and cash handling.
• Proficient in operational and universal banking functions for smooth branch activities.
• Able to assist consumer and small business clients and open new accounts with personalized service.
• Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions.
• Exceptional customer service skills with multitasking in fast-paced environments.

Responsibilities

• Promotes financial services suitable for the client based on profiling, identifying client needs, and partnering with specialists.
• Performs cash vault and/or other financial centre operational responsibilities as directed.
• Assists clients with opening new accounts, completing service requests, and submitting credit applications.
• Works as a key team member to help the financial centre achieve its business plan.
• Exceeds client expectations by owning and prioritizing client needs.

Skills

Retail banking

Cash handling

Customer service

Account opening

Relationship building

Sales opportunities

Education

High School Preferred

Job description

The Banking Specialist promotes the organization's banking services, recognises sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial centre 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 centre 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 centre 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

• 3+ 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

• 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

9/25/26

$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 centres.

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:

• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits

Additional Company-provided Benefit Options (subject To Plan Terms)

• Tuition reimbursement
• Commuter Benefits
• Life and Disability Insurance