Banking Specialist

EverBank•Oakland, CA

16h

About The Position

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.

Requirements

1+ year of experience in banking or financial services
Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments
Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities
Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions
Fluent in English, with bilingual proficiency in Cantonese or Mandarin

Nice To Haves

3+ years of retail banking experience with a strong record of achieving performance goals
Hands-on expertise in teller operations, including accurate cash handling and transaction processing
Skilled in assisting small business clients and opening new accounts, with a focus on personalized service

Responsibilities

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.