Banking Specialist
EverBank, San Francisco, CA, United States
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.
Role Specific Work Experience No Experience Required; 2+ Years Preferred.
Educational Requirements High School Preferred.
Physical Requirements Sedentary Work.
Career Level 3IC
Posting Information Posting End Date: 4/20/26 | Salary: $25 - $32,000
Benefits Medical, dental, vision & HSA/FSA 401(k) savings Paid holidays & generous PTO Additional wellness & voluntary benefits
Additional Company‑Provided Benefit Options Tuition reimbursement Commuter Benefits Life and Disability Insurance
VEVRAA Federal Contractor
Member FDIC
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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.
Role Specific Work Experience No Experience Required; 2+ Years Preferred.
Educational Requirements High School Preferred.
Physical Requirements Sedentary Work.
Career Level 3IC
Posting Information Posting End Date: 4/20/26 | Salary: $25 - $32,000
Benefits Medical, dental, vision & HSA/FSA 401(k) savings Paid holidays & generous PTO Additional wellness & voluntary benefits
Additional Company‑Provided Benefit Options Tuition reimbursement Commuter Benefits Life and Disability Insurance
VEVRAA Federal Contractor
Member FDIC
#J-18808-Ljbffr