Banking Specialist

Key Responsibilities And Duties

• 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.
• Affords assistance to 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.

Minimum Qualifications

• 2+ years of 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.
• Skilled in assisting consumer and 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.

Preferred Qualifications

• 3+ years of retail banking experience, with a strong background in teller operations and cash handling.
• Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.

Career Level

3IC

Posting End Date

7/20/26

About the role

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.

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