Banking Services Representative

2 weeks ago


Roseville, California, United States EverBank Full time
Job Summary

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

Key Responsibilities
  • Promote financial services suitable for clients based on profiling and identifying client needs.
  • Act as an advocate and partner with specialists throughout the enterprise to offer the appropriate financial services.
  • Participate as a key team member by exceeding individual goals and objectives to achieve the financial center's business plan.
  • Exceed client expectations by taking ownership and accountability of the client and making their needs a priority.
  • Understand competitor products and services and the advantages of our banking products and services.
  • Perform cash vault and/or other financial center operational responsibilities as directed.
Requirements
  • High school diploma or equivalent preferred.
  • No experience required; 2+ years preferred.
  • Sedentary work.
Preferred Qualifications
  • 3+ years of financial services industry experience.
  • Operational and universal knowledge and experience.
  • Affluent with assisting small business and commercial clients; setting up new accounts.
  • Treasury management services experience.
  • Knowledge of FDIC.
Benefits

EverBank offers a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills, and knowledge. Our benefits include superior health, wellness, and work-life offerings that can help you achieve and maintain your best possible physical, emotional, and financial well-being.

EverBank prohibits pay discrimination on the basis of any protected characteristic.

EverBank may require a background check as a condition of employment.



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