Relationship Banking Specialist

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

Benefits offered by this job

401(k) savings

wellness & voluntary benefits

Life and Disability Insurance

Job summary

EverBank N.A. is seeking a Banking Specialist to promote banking services, open accounts, and deliver exceptional client service while coordinating with specialists across the enterprise.

The role focuses on understanding client needs and providing tailored financial solutions, strengthening relationships with retail and business clients, and contributing to revenue growth and client satisfaction.

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.
• 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.

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.

Skills

Retail banking

Teller operations

Customer service

Relationship building

Multitasking

Education

High School

Job description

EverBank N.A. is seeking a Banking Specialist to promote banking services, open accounts, and deliver exceptional client service while coordinating with specialists across the enterprise.

The role focuses on understanding client needs and providing tailored financial solutions, strengthening relationships with retail and business clients, and contributing to revenue growth and client satisfaction.