Banking Specialist
EverBank, San Francisco, CA, United States
Banking Specialist
The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships.
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
2+ years of hands‑on 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.
Demonstrated ability to build and deepen client relationships by identifying needs, driving revenue growth, and delivering tailored, consultative financial solutions.
Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.
Exceptional customer service skills, with the ability to multitask effectively in fast‑paced environments.
Preferred Qualifications
Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.
Bilingual proficiency in English and Mandarin and/or Cantonese.
Role Specific Work Experience
No Experience Required; 2+ Years Preferred
Educational Requirements
High School Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Pay Range $25 - $32
Equal Opportunity Employment 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.
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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
2+ years of hands‑on 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.
Demonstrated ability to build and deepen client relationships by identifying needs, driving revenue growth, and delivering tailored, consultative financial solutions.
Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.
Exceptional customer service skills, with the ability to multitask effectively in fast‑paced environments.
Preferred Qualifications
Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.
Bilingual proficiency in English and Mandarin and/or Cantonese.
Role Specific Work Experience
No Experience Required; 2+ Years Preferred
Educational Requirements
High School Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Pay Range $25 - $32
Equal Opportunity Employment 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.
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