Banking Specialist

EverBank • San Rafael, CA • 13h ago

Banking Specialist: This position will support Sterling Bank & Trust a division of EverBank, N.A.

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

1+ years of retail banking and/or financial services experience.

Previous teller and cash handling experience.

Strong customer service and multi-tasking skill.

Operational and universal knowledge and experience.

Ability to focus on acquiring, retaining, and deepening client relationships.

Preferred Qualifications

3+ years of retail banking and/or financial services experience.

Familiarity with Marin County.

Educational Requi rements

High School Preferred

Role Specific Work Experience

2+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

3IC

Working Shift

Work hours and scheduling may be subject to change depending on operational or business requirements.

Posting End Date: 8/26/25

Job Seeker Notice

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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

Deloitte • San Francisco, CA • 23h ago

Finance, Accounting & Banking

Are you experienced in federal interest computations? Would you like to assist in resolving federal interest matters involving a vast array of taxpayers and industries? Do you enjoy legal research and client advocacy? Do...

23h ago

Go to Apply

Accounts Receivable Clerk

Robert Half • Richmond, CA • 1d ago

Finance, Accounting & Banking

Description We are looking for a dedicated Accounts Receivable Clerk to join a commercial and industrial property management company located in Richmond, California. In this fully onsite role, you will play a key part in...

1d ago

Go to Apply

SAP - Finance Senior - Consulting - Location OPEN

EY • San Francisco, CA • 2d ago

Finance, Accounting & Banking

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

2d ago

Go to Apply

Research Analyst (Economics and Finance) - July 2026

The Brattle Group • San Francisco, CA • 2d ago

Finance, Accounting & Banking

Please submit your application by September 30, 2025. Our secondary deadline is October 14, 2025. We strongly recommend applying by September 30, 2025 to be considered for the Analyst role. The Brattle Group is looking f...

2d ago

Go to Apply

Accounting Manager- Remote

Robert Half • San Francisco, CA • 3d ago

Finance, Accounting & Banking

Description Accounting Manager - Accounts Payable Base Salary: $95,000 - $125,000 (DOE, stretch possible) + Bonus Location: Fully Remote Jennifer Fukumae is partnering with a Real Estate Asset Managment firm seeking a dy...

3d ago

Go to Apply

Relationship Banker - Golden Gate Market - San Francisco, CA

JPMorgan Chase • San Francisco, CA • 3d ago

Finance, Accounting & Banking

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.