Banking Specialist

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• 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.

• 1+ year of experience in banking or financial services.
• Exceptional customer service skills, with the ability to multitask effectively in fast‑paced environments.
• Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.
• Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions.
• Fluent in English, with bilingual proficiency in Cantonese or Mandarin.

• 3+ years of retail banking experience with a strong record of achieving performance goals.
• Hands‑on expertise in teller operations, including accurate cash handling and transaction processing.
• Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.

• No Experience Required; 2+ Years Preferred.

• High School Preferred.

• Sedentary Work.

Career Level:

3IC

Posting End Date: 12/26/25

$25 - $32

Ever Bank, N.A. is a nationwide specialty bank providing high‑value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

VEVRAA Federal Contractor

Member FDIC

• Medical, dental, vision & HSA/FSA.
• 401(k) savings.
• Paid holidays & generous PTO.
• Additional wellness & voluntary benefits.

• Tuition reimbursement.
• Commuter Benefits.
• Life and Disability Insurance.