Senior Banking Specialist

Banking Specialist Sr

The Banking Specialist Senior promotes the organizations banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center.

Key Responsibilities and Duties :

• Promotes the organizations banking financial services suitable for the client based on profiling, identifying clients needs, and partnering with specialists throughout the enterprise.
• Understands clients needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending.
• Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan.
• Consistently meets / exceeds customer experience and individual / team production goals and enhances year-over-year revenue growth.
• Partners with all lines of business including commercial, and multifamily lending groups.
• Executes the banks risk culture and strives for operational excellence.
• Adheres to established policies and procedures while opening / servicing the full range of Retail products.
• Exceeds client expectations by taking ownership and accountability of the client and making the clients needs a priority.
• Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the clients ongoing financial needs.

Minimum Qualifications :

Role Specific Work Experience :

Educational Requirements :

Physical Requirements : Sedentary Work

Career Level : 4IC

Pay Range : $28 - $38

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.