Banking Specialist

EverBank • Jacksonville, FL

3d

About The Position

The Banking Specialist promotes the organization’s banking services, identifies sales opportunities, opens accounts, provides exceptional client service, and introduces clients to appropriate specialists. The role assesses client needs and offers suitable financial services while serving retail or business clients, with a focus on acquiring, retaining, and deepening client relationships.

Requirements

• At least 1 year of hands-on retail banking experience, with a strong background in teller operations and cash handling.
• Proficiency in operational and universal banking functions to support smooth, compliant branch activities.
• Strong sales experience and demonstrated ability to build and deepen client relationships, identify client needs, drive revenue growth, and deliver tailored consultative financial solutions.
• Skill in assisting clients and opening new accounts with a focus on personalized service.
• Exceptional customer service skills and ability to multitask in a fast-paced environment.

Nice To Haves

• A highly motivated self-starter with an innovative approach, initiative, and a demonstrated drive to achieve strong results.
• Two or more years of role-specific work experience preferred.
• High school education preferred.

Responsibilities

• Promote financial services suited to clients by identifying needs, advocating for clients, and partnering with specialists across the organization.
• Perform cash vault and other financial center operational duties as directed.
• Assist clients with basic new-account openings, service requests, and credit applications.
• Contribute as a team member by exceeding individual goals and objectives in support of the financial center’s business plan.
• Take ownership and accountability for clients and prioritize their needs to exceed expectations.
• Meet or exceed customer experience and individual or team production goals, and contribute to year-over-year revenue growth.
• Refer clients’ financial needs to other bankers and partners as appropriate.
• Execute the bank’s risk culture and pursue operational excellence.
• Follow established policies and procedures when opening and servicing Retail products.
• Understand competitor products and services and the advantages of the organization’s banking products and services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED