Senior Banking Specialist

EverBank • Irvine, CA • 4h 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

Hands-on expertise in teller operations, including cash handling and transaction processing

Preferred Qualifications

Fluent in English, with bilingual proficiency in Cantonese or Mandarin

Prior experience with IBS (Integrated Banking System), with the ability to perform operational and system-related tasks

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: 02/13/26

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.

Similar Jobs

Middle Market Corporate Banking Portfolio Manager

Citizens • Irvine, CA • 4h ago

Finance, Accounting & Banking

Description As a Middle Market Corporate Banking Portfolio Manager, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure str...

4h ago

Go to Apply

Middle Market Corporate Banking Portfolio Manager

Citizens • Newport Beach, CA • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Personal Banker I

Fifth Third Bank, N.A. • Anaheim, CA • 4h ago

Finance, Accounting & Banking

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position w...

4h ago

Go to Apply

Accounting Manager/Supervisor

Robert Half • Long Beach, CA • 16h ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounting Manager/Supervisor to join our team in Long Beach, California. This role is ideal for a detail-oriented individual with strong expertise in financial management an...

16h ago

Go to Apply

Staff Accountant

Robert Half • Santa Ana, CA • 17h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in Santa Ana, California. In this role, you will play a key part in managing financial records, ensuring compliance,...

17h ago

Go to Apply

Sr. Accountant

Robert Half • Cerritos, CA • 17h ago

Finance, Accounting & Banking

Description We are looking for an experienced Senior Accountant to join our client's team. This role requires someone with a keen attention to detail and a strong background in accounting practices and financial manageme...

17h ago

Go to Apply

Director Finance

Graybar • Diamond Bar, CA • 19h ago

Finance, Accounting & Banking

Make a difference. The Director of Finance implements accounting, credit and collection, and other financial policies for a district; provide financial advice; and recommend solutions to improve profitability and asset m...

19h ago

Go to Apply

Accounts Payable Specialist

Aston Carter • Tustin, CA • 1d ago

Finance, Accounting & Banking

Job Title: Accounts Payable Specialist Responsibilities Handle the administrative and clerical needs of the Accounts Payable/Finance Department. Assist with the processing of accounts payable. Execute daily processes and...

1d ago

Go to Apply

Accounts Payable Coordinator

Robert Half • Irvine, CA • 1d ago

Finance, Accounting & Banking

Description We are looking for an Accounts Payable Coordinator to join our team on a contract basis in Irvine, California. In this role, you will handle vendor payables, maintain organized financial records, and ensure a...

1d ago

Go to Apply

Claims Representative (IAP): Workers Compensation Training Program | Long Beach, CA

Sedgwick • Long Beach, CA • 1d ago

Finance, Accounting & Banking

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experi...

1d 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.