Job Description
**Banking Specialist: This position will support Sterling Bank & Trust a division of EverBank, N.A.**
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**
+ 1+ years of teller/cash handing experience.
+ Strong customer service and multi-tasking skill.
+ Operational and universal knowledge and experience.
+ Ability to focus on acquiring, retaining, and deepening client relationships.
**Preferred Qualifications**
+ 3+ years of retail banking and/or financial services experience.
+ Bilingual in Cantonese.
**Educational Requi** **rements**
+ High School Preferred
**Role Specific Work Experience**
+ 2+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
3IC
**Working Shift**
+ Work hours and scheduling may be subject to change depending on operational or business requirements.
**Posting End Date:** 8/5/25
**Job Seeker Notice**
EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (
**Pay Range** $25 - $32
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
Job Tags
For contractors, Work experience placement, Bank staff, Shift work,
Similar Jobs
Sevita
...have experience in healthcare marketing, this could be the perfect opportunity.+ Build and maintain relationships with hospitals, clinics, physicians, and community partners to increase referral sources.+ Visit local facilities, daycares, and preschools to conduct **developmental...
Health Here
An opportunity for a Registered Nurse in Case Management is available in Salinas, California, at a healthcare facility. This temporary position involves coordinating patient care, ensuring appropriate utilization of resources, and facilitating communication among healthcare...
Ardent Health
...may also be eligible for relocation assistance. Join our team as a day shift , full-time , Maternal Fetal Medicine (MFM) Ultrasound Technician in Roswell, NM . Why Join Us? Thrive in a People-First Environment and Make Healthcare Better Thrive:...
Software People, Inc.
...12+ months only W2, no H1B Seeking an experienced scrum master to guide daily activities. As a Scrum master, you will facilitate... ...DB querying. Certification in Agile methodologies, like Certified Scrum Master (CSM) or Professional Scrum Master (PSM)....
OneMain Financial
...At OneMain , Loan Sales Specialists empower customers listening to their needs and providing... ..., by phone and online . At every level, were committed to an inclusive culture... ...Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management...