Banking Specialist: Grow Client Relationships

EverBank N.A.; Jacksonville (FL); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

401(k) savings

Life and Disability Insurance

Wellness & voluntary benefits

Job summary

EverBank N.A. seeks a Banking Specialist to promote banking services, identify client needs, open accounts, and provide exceptional client service at the Jacksonville, Florida location.

You will collaborate with team specialists and focus on acquiring, retaining, and deepening client relationships. The role emphasizes strong sales experience, relationship building, and adherence to policies while delivering tailored financial solutions for retail and business clients.

Qualifications

• 1+ 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.
• Strong sales experience with a proven ability to build and deepen client relationships, identify client needs, drive revenue growth, and deliver tailored, consultative financial solutions.
• Skilled in assisting clients and opening new accounts, with a focus on personalized service.
• Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.

Responsibilities

• 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.

Skills

Retail banking

Teller operations

Sales experience

Account opening

Customer service

Education

High School Preferred

Job description

EverBank N.A. seeks a Banking Specialist to promote banking services, identify client needs, open accounts, and provide exceptional client service at the Jacksonville, Florida location.

You will collaborate with team specialists and focus on acquiring, retaining, and deepening client relationships. The role emphasizes strong sales experience, relationship building, and adherence to policies while delivering tailored financial solutions for retail and business clients.