Banking Specialist

Banking Specialist

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, small business, commercial banking, 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.

• Promotes financial services suitable for the client based on profiling, identifying client’s needs, acting as an advocate and partnering with specialists throughout the enterprise.
• Performs cash vault and/or other financial center operational responsibilities as directed.
• Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
• 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.
• Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.
• Refers customers' financial needs to other bankers and partners as needed.
• Executes the bank's risk culture and strives for operational excellence.
• Adheres to established policies and procedures while opening/servicing the full range of Retail products.
• Understands competitor products and services and advantages of the organization's banking products and services.

• 2+ years of experience in retail banking, with a strong background in teller operations and cash handling.
• Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.
• Skilled in assisting consumer and small business clients and opening new accounts, with a focus on personalized service.
• Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions.
• Exceptional customer service skills, with the ability to multitask effectively in fast‑paced environments.

• 3+ years of retail banking experience, with a strong background in teller operations and cash handling.
• Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.

• No Experience Required; 2+ Years Preferred

• High School Preferred

• Physical Requirements:
  
  Sedentary Work

7/22/26

1185 Immokalee Road, Naples , Florida 34110 , United States

$25 - $34

Ever Bank, N.A. 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. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:

• 401(k) savings
• Additional wellness & voluntary benefits

• Life and Disability Insurance

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.