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Open nowFirst seen 8 hours ago

Banking Specialist

EverBank6 open roles

Where
Jacksonville, FL, USA
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Your applicationOpen nowBanking SpecialistEverBank · Jacksonville, FL, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on EverBank's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

11.5% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.5%7 days
  4. 18.1%14 days
  5. 35.6%30 days
  6. 44.6%60 days
This job: first seen 8 hours ago

The posting

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.

Key Responsibilities and Duties

  • 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.

Minimum Qualifications

  • 1+ years of hands-on 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.
  • Strong sales experience with a proven ability to build and deepen client relationships, identify client needs, drive revenue growth, and deliver tailored, consultative financial solutions.
  • Skilled in assisting clients and opening new accounts, with a focus on personalized service.
  • Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.

Preferred Qualifications

  • Highly motivated self‑starter with an innovative approach and a proven drive to take initiative and achieve strong results.

Role Specific Work Experience

  • No Experience Required; 2+ Years Preferred

Educational Requirements

  • High School Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level 3IC

Posting End Date: 10/22/26

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  1. A CV for this posting

    Written against EverBank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on EverBank's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    EverBank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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