What are the responsibilities and job description for the Banking Specialist Floater position at EverBank N.A.?
Banking Specialist
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.
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.
- 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.
Minimum Qualifications
- Ability and willingness to float between San Francisco branch locations based on branch coverage needs.
- 2 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.
- Demonstrated ability to build and deepen client relationships by identifying needs, driving revenue growth, and delivering tailored, consultative financial solutions.
- Skilled in assisting small business 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.
Preferred Qualifications
- Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.
Role Specific Work Experience
- No Experience Required; 2 Years Preferred
Educational Requirements
- High School Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
3IC
Qualifications:
This position will float between the San Francisco branch locations based on branch coverage needs for 3 months and then will report directly to an assigned San Francisco branch.
Posting End Date: 4/27/26