Senior Banking Specialist

EverBank • Roseville, CA

10d

About The Position

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

The role supports clients with banking, small business, commercial banking, treasury management, and lending needs; contributes to individual and financial-center goals; and delivers customer service and production results. The specialist partners across business lines, follows established policies and procedures when opening and servicing retail products, supports the bank’s risk culture and operational excellence, and takes ownership of client needs. The position also supports financial center managers or relationship managers as an important member of the client service team and advises clients on ongoing financial needs.

Requirements

• At least 5 years of retail banking or financial services experience with strong relationship management skills.
• Proven sales success in building client relationships, identifying needs, driving growth, and delivering consultative financial solutions.
• Previous client-prospecting and networking experience.
• Experience handling cash, balancing drawers accurately, 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 financial services suited to clients by profiling them, identifying their needs, and partnering with specialists throughout the organization.
• Understand client needs and assist with banking, small business, commercial banking, treasury management, and lending services.
• Participate as a team member in achieving individual goals and objectives that support 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 business lines, 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 client 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