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**Banking Specialist

2 months ago

Roseville, California, United States EverBank NA Full time
About the Role

We are seeking a highly skilled Banking Specialist to join our team at EverBank NA. As a key member of our financial services team, you will be responsible for promoting our banking services, identifying sales opportunities, and delivering exceptional client service.

Key Responsibilities
  • Promote Financial Services: Utilize your knowledge of financial services to identify client needs and promote suitable products and services.
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Team Collaboration: Work closely with specialists throughout the enterprise to provide comprehensive financial solutions.
  • Operational Responsibilities: Perform cash vault and other financial center operational responsibilities as directed.
Requirements
  • Education: High school diploma or equivalent preferred.
  • Experience: No experience required; 2+ years preferred.
  • Physical Requirements: Sedentary work.
Preferred Qualifications
  • Financial Services Experience: 3+ years of experience in the financial services industry.
  • Operational Knowledge: Universal knowledge and experience.
  • Client Relationship Skills: Experience in assisting small business and commercial clients, setting up new accounts.
  • Treasury Management: Experience with treasury management services.
  • FDIC Knowledge: Knowledge of FDIC regulations.