Banking Specialist

Sterling Bank & Trust, a division of EverBank, N.A.; San Francisco (CA); On-site; Full time

Job summary

Join a recognized bank in a key role as a Banking Specialist, focusing on delivering an exceptional customer service experience and establishing valuable client relationships. This entry-level position involves promoting banking services, meeting client needs, and collaborating with banking specialists. Ideal for individuals seeking to grow in the banking industry with supportive training and opportunities for advancement.

Benefits

Medical, dental, vision & HSA/FSA

401(k) savings

Paid holidays & generous PTO

Tuition reimbursement

Commuter Benefits

Life and Disability Insurance

Qualifications

• Client service skills with a focus on acquiring and retaining relationships.
• Strong communication and advocacy skills.
• Ability to meet or exceed individual and team production goals.

Responsibilities

• Promotes banking services and recognizes sales opportunities.
• Assists clients with account openings and service requests.
• Participates as a team member to achieve business goals.

Skills

Customer service

Multi-tasking

Sales promotion

Education

High School Preferred

Job description

Join to apply for the Banking Specialist role at Sterling Bank & Trust, a division of EverBank, N.A.

1 week ago Be among the first 25 applicants

Join to apply for the Banking Specialist role at Sterling Bank & Trust, a division of EverBank, N.A.

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Sterling Bank & Trust, a division of EverBank, N.A.

Senior Talent Acquisition Advisor | Talent Matchmaker, Talent Strategy, Marketing Expert

Banking Specialist: This position will support Sterling Bank & Trust a division of EverBank, N.A.

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.
  
  

Educational Requirements

• High School Preferred
  
  

Work Experience

• No Experience Required; 2+ Years Preferred
  
  

Physical Requirements

• Physical Requirements: Sedentary Work
  
  

Career Level

3IC

Preferred Qualifications

• 3+ years of retail banking and/or financial services experience.
• Previous teller and cash handling experience.
• Operational and universal knowledge and experience.
• Ability to focus on acquiring, retaining, and deepening client relationships.
• Strong customer service and multi-tasking skills.
  
  

Posting End Date: 6/17/25

$25 - $32 , ,

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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
  
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Sterling Bank & Trust, a division of EverBank, N.A. by 2x

Get notified about new Banking Specialist jobs in San Francisco, CA.

San Francisco, CA $29.00-$33.00 2 weeks ago

Quality Assurance Specialist, Financial Crimes

San Francisco, CA $40,000.00-$60,000.00 3 weeks ago

San Francisco, CA $61,280.00-$85,520.00 1 day ago

San Francisco, CA $22.00-$30.19 2 days ago

San Francisco, CA $87,000.00-$117,000.00 4 days ago

San Francisco, CA $22.00-$27.40 3 days ago

San Francisco, CA $61,280.00-$85,520.00 2 weeks ago

San Francisco, CA $22.00-$27.40 4 days ago

Administrative Business Partner I - Hourly (CFO Org.)

San Francisco, CA $61,280.00-$85,520.00 1 day ago

Personal Banker SAFE Act Excelsior Branch

Part Time Teller (20 Hours)- Chinatown/ Clay Branch- San Francisco (Bilingual Preferred: Cantonese or Mandarin)

San Francisco, CA $20.00-$24.98 4 days ago

$29-$35/hr - Hybrid Customer Experience Associate

Specialist, Banking Relations & Treasury (Bangkok-based, Relocation provided)

Private Equity - Administrative Assistant

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.