Banking Specialist Sr - Roseville, United States - EverBank NA

EverBank NA Roseville, United States

2 weeks ago

Description

Job Description

Banking Specialist Sr
The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as mortgage, wealth management, 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 organization's banking financial services suitable for the client based on profiling, identifying client's needs, and partnering with specialists throughout the enterprise.
Understands client's needs and assists them with a full range of expanded financial services to include banking, treasury management, lending, mortgage, and wealth management.
Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan.
Exceeds client expectations by taking ownership and accountability of the client and making the client's 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 client's ongoing financial needs.

Educational Requirements

Vocational and/or Technical Education Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
4IC

Additional Information

Preferred Qualifications

5+ years of Financial Services Industry experience.
Affluent with assisting small business clients and new accounts.
Risk and Operational knowledge and experience.
Ability to focus on acquiring, retaining, and deepening client relationships.
Small business and treasury management services experience.
Knowledge of FDIC

#LI-ONSITE #LI-TT1

Posting end date: 5/14/2024

Job Description Disclaimer

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

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 TTY

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

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