Banking Specialist

EverBank; San Francisco (CA); On-site; Full time

Job summary

EverBank is seeking a Banking Specialist in San Francisco. In this role, you will promote our financial services, understand client needs, and provide exceptional customer service. This position offers a comprehensive Total Rewards package, including medical benefits and eligibility for tuition reimbursement.

Benefits

Medical, dental, vision & HSA/FSA

401(k) savings

Paid holidays & generous PTO

Tuition reimbursement

Commuter Benefits

Life and Disability Insurance

Qualifications

• 2+ years of retail banking experience preferred.
• Strong focus on acquiring and retaining client relationships.
• Ability to work in a team to achieve objectives.

Responsibilities

• Promotes banking services based on client needs and preferences.
• Executes financial center operational responsibilities.
• Takes ownership of client accounts and service needs.

Skills

Customer service

Multi-tasking

Education

High School Preferred

Job description

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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

Qualifications

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

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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