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EverBank · 9 hours ago

Banking Specialist

San Francisco, CA

Full-time

Onsite

Entry Level

$25/hr - $32/hr

1+ years exp

EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients. The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, and delivers exceptional client service while working to acquire, retain, and deepen client relationships.

FinanceFinancial Services

H1B Sponsor Likely

Hiring Manager

Amber Fagan

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

Qualification

Banking experienceTeller operationsCustomer serviceClient relationship managementOperational banking functionsBilingual (Cantonese/Mandarin)MultitaskingSales skills

Required

1+ year of experience in banking

Hands-on expertise in teller operations, including accurate cash handling and transaction processing

Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments

Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities

Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions

Preferred

3+ years of retail banking experience with a strong record of achieving performance goals

Skilled in assisting small business clients and opening new accounts, with a focus on personalized service

Fluent in English, with bilingual proficiency in Cantonese or Mandarin

High School Preferred

No Experience Required; 2+ Years Preferred

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

Company

EverBank

We’re a premium performance banking partner.

Founded in 1994

Jacksonville, Florida, USA

1001-5000 employees

https://www.everbank.com/

H1B Sponsorship

EverBank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (4)