Banking Specialist

EverBank • Fremont, CA • 1h ago

Banking Specialist

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

2+ years of 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.

Skilled in assisting consumer and 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

3+ years of retail banking experience, with a strong background in teller operations and cash handling.

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

Physical Requirements: Sedentary Work

Career Level

3IC

Posting End Date: 7/13/26

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 $25 - $34

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

Principal Quality Assurance Auditor - Location Flexible

Pacific Gas and Electric Company • Oakland, CA • 6h ago

Finance, Accounting & Banking

Requisition ID # 171423 Job Category: Compliance / Risk / Quality Assurance Job Level: Manager/Principal Business Unit: Strategy & Growth Work Type: Hybrid Job Location: Oakland; Alameda; Alta; American Canyon; Angel...

6h ago

Go to Apply

Expert Quality Assurance Auditor - Location Flexible

Pacific Gas and Electric Company • Oakland, CA • 6h ago

Finance, Accounting & Banking

Requisition ID # 171422 Job Category: Compliance / Risk / Quality Assurance Job Level: Individual Contributor Business Unit: Strategy & Growth Work Type: Hybrid Job Location: Oakland Department Overview The Electric...

6h ago

Go to Apply

Accounts Receivable Specialist

Robert Half • San Jose, CA • 13h ago

Finance, Accounting & Banking

Description Accounts Receivable Specialist Full Job Description Our client is looking for an organized and customer-focused Accounts Receivable Specialist to join their accounting team. This role is ideal for an accounti...

13h ago

Go to Apply

Technical Accounting Manager, Controllership

Deloitte • San Jose, CA • 18h ago

Finance, Accounting & Banking

Deloitte is seeking an experienced Technical Accounting Manager within the Chief Accounting Officer organization's Financial Reporting function. This role provides guidance on complex, non-routine accounting matters, inc...

18h ago

Go to Apply

Payroll Specialist

Robert Half • San Jose, CA • 20h ago

Finance, Accounting & Banking

Description Full Job Description Our client is seeking a detail-oriented Payroll Specialist to join their growing accounting and finance team. This is an excellent opportunity for a payroll professional who enjoys workin...

20h ago

Go to Apply

Certified Payroll Specialist

Robert Half • Walnut Creek, CA • 20h ago

Finance, Accounting & Banking

Description We are seeking an experienced Certified Payroll & Prevailing Wage Specialist to join our clients team. This role is responsible for administering certified payroll for public works projects while ensuring...

20h ago

Go to Apply

U.S. Private Bank - AWM Program Analyst

JPMorgan Chase • Palo Alto, CA • 23h ago

Finance, Accounting & Banking

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepre...

23h ago

Go to Apply

Workday Financials Business Analyst

Robert Half • San Ramon, CA • 1d ago

Finance, Accounting & Banking

Description Robert Half Management Resources is looking for a Workday Financials Business Analyst to support banking and treasury activities within Workday for one of our clients on an interim basis. This long-term contr...

1d ago

Go to Apply

Business Banking Sr Relationship Manager

Bank of America • Pleasanton, CA • 2d ago

Finance, Accounting & Banking

Business Banking Sr Relationship Manager San Jose, California;Walnut Creek, California; Pleasanton, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( https://ghr.wd1.myworkd...

2d ago

Go to Apply

Business Banking Sr Relationship Manager

Bank of America • Walnut Creek, CA • 2d ago

Finance, Accounting & Banking

2d ago

Go to Apply

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