Senior Banking Specialist

EverBank • San Francisco, CA • 1h ago

Banking Specialist Sr

The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer @types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center.

Key Responsibilities and Duties

Promotes the organization's banking financial services suitable for the client based on profiling, identifying client's needs, and partnering with specialists throughout the enterprise.

Understands client's needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending.

Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan.

Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.

Partners with all lines of business including commercial, and multifamily lending groups.

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.

Exceeds client expectations by taking ownership and accountability of the client and making the client's needs a priority.

Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client's ongoing financial needs.

Minimum Qualifications

3+ years of retail banking experience with a strong business development background

Skilled in assisting small business clients and opening new accounts, with a focus on personalized service

Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions

Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments

Preferred Qualifications

Fluent in English, with bilingual proficiency in Cantonese or Mandarin

Role Specific Work Experience

3+ Years Required; 5+ Years Preferred

Educational Requirements

Vocational and/or Technical Education Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

4IC

Posting End Date: 01/29/26

Job Seeker Notice

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.

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 $28 - $38

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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