Senior Banking Specialist

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

Job summary

EverBank, N.A. is seeking a Banking Specialist Senior to promote the bank’s full range of financial services, deepen client relationships, and coordinate with advisors across retail, small business, commercial banking, and treasury management.

The role emphasizes high-net-worth client service and sales-driven growth. Under limited supervision, you will support financial center managers, help meet sales goals, and ensure excellent customer experience while adhering to risk and operational

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.

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.

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

Career Level

4IC

Posting End Date: 11/2/26

Job Seeker 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.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $29 - $40

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.