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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 and other delivery channels such as mortgage, wealth management, 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 advocate and partnering with specialists throughout the enterprise.
• 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.
• Understands competitor products and services and advantages of the organization’s banking products and services.
• Performs cash vault and/or other financial center operational responsibilities as directed.
Educational Requirements
• High School Preferred
Work Experience
• No Experience Required; 2+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
3IC
Pay Range
$20 – $32 Location(s)
1504 Eureka Rd, Roseville, California 95661 Additional Information
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
Posting End Date: 9/20/24
Company Summary
EverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.
VEVRAA Federal Contractor
Benefits Summary
EverBank is committed to the well-being of its associates. That’s why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.
EverBank’s Total Rewards package includes superior benefits such as, 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. Qualified applicants with arrest and/or conviction records will be considered in accordance with applicable federal, state, and local laws and regulations, including, but not limited to, any laws and regulations specifically pertaining to banks and federal contractors.
EverBank seeks priority referrals of protected veterans for jobs at all locations within the state.
EEO Statement
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.
Pay Transparency Non-Discrimination Provision
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. If you believe that you have experienced discrimination, contact OFCCP at 1.800.397.6251. TTY 1.877.889.5627. www.dol.gov/ofccp.
Machine Readable Files
The Transparency in Coverage Final Rules require certain group health plans to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the benefit package options under are linked below:
Machine Readable Files (MRFs) – Aetna
