EverBank
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Banking Specialist
role at
EverBank
Direct message the job poster from EverBank
Key Responsibilities And Duties
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.
Minimum Qualifications
1+ year of experience in banking or financial services.
Exceptional customer service skills, with the ability to multitask effectively in fast‑paced environments.
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.
Fluent in English, with bilingual proficiency in Cantonese or Mandarin.
Preferred Qualifications
3+ years of retail banking experience with a strong record of achieving performance goals.
Hands‑on expertise in teller operations, including accurate cash handling and transaction processing.
Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.
Role Specific Work Experience
No Experience Required; 2+ Years Preferred.
Educational Requirements
High School Preferred.
Physical Requirements
Sedentary Work.
Career Level: 3IC
Posting End Date: 12/26/25
$25 - $32
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.
VEVRAA Federal Contractor
Member FDIC
Benefits
Medical, dental, vision & HSA/FSA.
401(k) savings.
Paid holidays & generous PTO.
Additional wellness & voluntary benefits.
Additional Company‑provided Benefit Options (subject to plan terms)
Tuition reimbursement.
Commuter Benefits.
Life and Disability Insurance.
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Banking Specialist
role at
EverBank
Direct message the job poster from EverBank
Key Responsibilities And Duties
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.
Minimum Qualifications
1+ year of experience in banking or financial services.
Exceptional customer service skills, with the ability to multitask effectively in fast‑paced environments.
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.
Fluent in English, with bilingual proficiency in Cantonese or Mandarin.
Preferred Qualifications
3+ years of retail banking experience with a strong record of achieving performance goals.
Hands‑on expertise in teller operations, including accurate cash handling and transaction processing.
Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.
Role Specific Work Experience
No Experience Required; 2+ Years Preferred.
Educational Requirements
High School Preferred.
Physical Requirements
Sedentary Work.
Career Level: 3IC
Posting End Date: 12/26/25
$25 - $32
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.
VEVRAA Federal Contractor
Member FDIC
Benefits
Medical, dental, vision & HSA/FSA.
401(k) savings.
Paid holidays & generous PTO.
Additional wellness & voluntary benefits.
Additional Company‑provided Benefit Options (subject to plan terms)
Tuition reimbursement.
Commuter Benefits.
Life and Disability Insurance.
#J-18808-Ljbffr