Banking Specialist: Grow Client Relationships & Solutions

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

Benefits offered by this job

401(k) savings

Life insurance

Disability insurance

Wellness benefits

Job summary

EverBank, N.A. seeks a Banking Specialist to promote the bank's services, open new accounts, and deliver exceptional client service.

The role focuses on acquiring, retaining, and deepening client relationships across retail and business clients with collaboration to specialists such as financial center managers and relationship managers. The Banking Specialist will identify client needs, provide tailored financial solutions, and contribute to branch revenue growth while maintaining high service

Qualifications

• 2+ years in retail banking with teller experience and cash handling.
• Experience assisting consumer and small business clients and opening new accounts.

Responsibilities

• Promotes banking services based on client needs and partners with specialists.
• Performs cash and branch operations as directed.
• Assists clients with opening accounts and submitting credit applications.
• Contributes to achieving branch business goals and revenue growth.
• Exceeds customer experience and production goals.
• References clients' financial needs to other bankers as needed.
• Adheres to policies while servicing Retail products.
• Understands competitor products and advantages of the bank.

Skills

Customer service

Sales awareness

Relationship building

Multitasking

Education

High School diploma

Job description

EverBank, N.A. seeks a Banking Specialist to promote the bank's services, open new accounts, and deliver exceptional client service.

The role focuses on acquiring, retaining, and deepening client relationships across retail and business clients with collaboration to specialists such as financial center managers and relationship managers. The Banking Specialist will identify client needs, provide tailored financial solutions, and contribute to branch revenue growth while maintaining high service