Senior Banking Specialist

EverBank Financial Corp.; Roseville (CA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k) savings

Wellness benefits

Life and Disability Insurance

Job summary

EverBank, N.A. in Roseville, CA seeks a Banking Specialist Senior to promote banking services, identify client needs, and coordinate with financial center experts to deepen relationships with high-net-worth clients.

Under limited supervision, you will drive sales, manage accounts, and collaborate with commercial banking, treasury management, and lending teams to deliver tailored financial solutions while upholding risk controls.

Qualifications

• 5+ years of retail banking or financial services experience with strong relationship management skills.
• Proven sales success in building client relationships, identifying needs, driving growth, and delivering consultative financial solutions.
• Experience opening new accounts and supporting small business clients with personalized service.
• Experience handling cash, balancing drawers accurately, and following loss-prevention procedures.
• Strong customer service, communication, multitasking, and problem-solving skills in a fast-paced environment.

Responsibilities

• Promotes the organization’s banking financial services suitable for the client based on profiling, identifying client’s needs, and partnering with specialists throughout the enterprise.
• Understands client’s needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending.
• Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan.
• Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.
• Partners with all lines of business including commercial, and multifamily lending groups.
• 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.
• Exceeds client expectations by taking ownership and accountability of the client and making the client’s needs a priority.
• Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client’s ongoing financial needs.

Skills

Relationship management

Sales

Customer service

Cash handling

Education

Vocational/Technical Education Preferred

Job description

Banking Specialist Sr

The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center.

Key Responsibilities and Duties

• Promotes the organization’s banking financial services suitable for the client based on profiling, identifying client’s needs, and partnering with specialists throughout the enterprise.


• Understands client’s needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending.


• Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan.


• Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.


• Partners with all lines of business including commercial, and multifamily lending groups.


• 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.


• Exceeds client expectations by taking ownership and accountability of the client and making the client’s needs a priority.


• Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client’s ongoing financial needs.

Minimum Qualifications

• 5+ years of retail banking or financial services experience with strong relationship management skills.


• Proven sales success in building client relationships, identifying needs, driving growth, and delivering consultative financial solutions.


• Previous client-prospecting and networking experience.


• Experience handling cash, balancing drawers accurately, and following loss-prevention procedures.


• Experience opening new accounts and supporting small business clients with personalized service.


• Strong customer service, communication, multitasking, and problem-solving skills in a fast-paced environment.

Role Specific Work Experience

• 3+ Years Required; 5+ Years Preferred

Educational Requirements

• Vocational and/or Technical Education Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Posting End Date: 11/2/26

Location(s)

1504 Eureka Rd, Roseville , California 95661 , United States

Pay Range

$29 - $40

Pay & Benefits Summary

EverBank, N.A. 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:

• 401(k) savings


• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms):

• Life and Disability Insurance

Job Description Disclaimer

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

EverBank, N.A. 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.

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