Banking Specialist

EverBank • San Mateo, CA • 3h 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.

Required Qualifications

2+ years of retail banking experience.

Preferred Qualifications

Previous teller and cash handling experience.

Operational and universal knowledge experience.

Affluent with assisting small business clients and new accounts.

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

Strong customer service and multi-tasking skills.

Educational Requirements

High School Preferred

Role Specific Work Experience

No Experience Required; 2+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

3IC

Posting End Date: 8/25/25

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

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

Pay Range $25 - $32

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 stereo@type, 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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