Senior Banking Specialist

4 days ago


Jacksonville, Florida, United States EverBank Full time
Job Summary

The Senior Banking Specialist is a key role at EverBank, responsible for promoting the organization's banking services and building strong relationships with clients. This position requires a deep understanding of client needs and the ability to offer a full range of financial services.

Key Responsibilities
  • Promote the organization's banking services to clients, identifying their needs and partnering with specialists throughout the enterprise.
  • Understand client needs and assist them with a full range of financial services, including banking, small business, commercial banking, treasury management, and lending.
  • Participate as a team member, responsible for achieving individual goals and objectives to successfully meet financial center business plan.
  • Consistently meet/exceed customer experience and individual/team production goals, enhancing year-over-year revenue growth.
  • Partner with all lines of business, including commercial and multifamily lending groups.
  • Execute the bank's risk culture and strive for operational excellence.
  • Adhere to established policies and procedures while opening/servicing the full range of retail products.
  • Exceed client expectations by taking ownership and accountability of the client and making their needs a priority.
  • Provide support to financial center managers or relationship managers as an important client service team member and serve as an advisor to the client's ongoing financial needs.
Requirements
  • Vocational and/or technical education preferred.
  • 3+ years of required work experience, with 5+ years preferred.
  • Physical requirements: sedentary work.
  • Career level: 4IC.
  • Preferred qualifications: 3-5 years of retail banking experience, 1+ years of management experience, and ability to focus on acquiring, retaining, and deepening client relationships.


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