Senior Banking Specialist

EverBank • Roseville, CA

10d

About The Position

The Senior Banking Specialist promotes the organization’s banking services, identifies sales opportunities, and connects clients with specialists such as financial center managers, relationship managers, and teams in small business, commercial banking, and treasury management. The role identifies client needs and helps acquire, retain, and deepen relationships by offering a broad range of financial services. Under limited supervision, the specialist serves a variety of customers, with a focus on high-net-worth clients and prospects, and performs key sales-management and operational functions within the financial center.

The specialist supports clients’ ongoing financial needs, delivers personalized service, and takes ownership of client relationships. The role contributes to individual and team goals, financial center business plans, client experience, and revenue growth while following established policies and procedures and supporting the bank’s risk culture and operational excellence.

Requirements

• At least 5 years of retail banking or financial services experience with strong relationship-management skills.
• Proven sales success building client relationships, identifying needs, driving growth, and delivering consultative financial solutions.
• Experience with client prospecting and networking.
• Experience handling cash, accurately balancing drawers, and following loss-prevention procedures.
• Experience opening new accounts and supporting small business clients with personalized service.
• Strong customer-service, communication, multitasking, and problem-solving skills in a fast-paced environment.
• At least 3 years of role-specific work experience.

Nice To Haves

• 5 or more years of role-specific work experience.
• Vocational and/or technical education.

Responsibilities

• Promote banking and financial services suited to clients by profiling them, identifying their needs, and partnering with specialists across the organization.
• Understand clients’ needs and assist them with banking, small business, commercial banking, treasury management, and lending services.
• Work as a team member to achieve individual goals and objectives and meet the financial center business plan.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth.
• Partner with all lines of business, including commercial and multifamily lending groups.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established policies and procedures when opening and servicing Retail products.
• Take ownership and accountability for clients, prioritize their needs, and exceed their expectations.
• Support financial center managers or relationship managers as a client service team member and advise clients on ongoing financial needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed