Banking Specialist

About the role

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.

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.

Requirements

• 1+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.
• Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.
• Strong sales experience with a proven ability to build and deepen client relationships, identify client needs, drive revenue growth, and deliver tailored, consultative financial solutions.
• Skilled in assisting clients and opening new accounts, with a focus on personalized service.
• Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.

Qualifications

• Highly motivated self‑starter with an innovative approach and a proven drive to take initiative and achieve strong results.

Role details

• Work experience: No experience required; 2+ years preferred
• Education: High school preferred
• Physical requirements: Sedentary work
• Career level: 3IC
• Posting end date: 10/22/26

Pay

$25 - $34 per hour

Benefits

• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits
• Tuition reimbursement
• Commuter benefits
• Life and disability insurance

About the company

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.