Senior Banking Specialist

EverBank • Irvine, CA

9d

About The Position

The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center.

Requirements

• 3+ years of retail banking experience with a strong business development background
• Skilled in assisting 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
• Hands-on expertise in teller operations, including cash handling and transaction processing

Nice To Haves

• Fluent in English, with bilingual proficiency in Cantonese or Mandarin
• Prior experience with IBS (Integrated Banking System), with the ability to perform operational and system‑related tasks

Responsibilities

• Promotes the organization’s banking financial services suitable for the client based on profiling, identifying client’s needs, and partnering with specialists throughout the enterprise.
• Understands client’s needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending.
• Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan.
• Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.
• Partners with all lines of business including commercial, and multifamily lending groups.
• 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.
• Exceeds client expectations by taking ownership and accountability of the client and making the client’s needs a priority.
• Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client’s ongoing financial needs.

What This Job Offers

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