Banking Specialist jobs in United States
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EverBank · 1 day ago

Banking Specialist

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, opens accounts, and delivers exceptional client service while focusing on acquiring, retaining, and deepening client relationships.

FinanceFinancial Services
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H1B Sponsor Likelynote

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

Retail banking experienceClient relationship managementTeller operationsCash handlingCustomer serviceMultitasking

Required

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
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
Previous experience delivering exceptional customer service, with the ability to multitask effectively in fast-paced environments

Preferred

No Experience Required; 2+ Years Preferred
High School 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

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We’re a premium performance banking partner.

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)

Funding

Current Stage
Public Company
Total Funding
$350M
2025-08-07Debt Financing· $200M
2024-08-28Debt Financing· $150M
2016-08-03Acquired

Leadership Team

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Stephen Sullivan
Chief Technology Officer
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Steven Potts
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase