Banking Specialist: This position will support Sterling Bank & Trust, a division of EverBank, N.A..

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 role requires understanding client needs to offer the appropriate financial services and working 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 help the financial center achieve its business plan.
• Exceeds client expectations by taking ownership and accountability of the client and making the client’s needs a priority.
• Consistently meets or 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 and servicing the full range of retail products.
• Understands competitor products and services and the advantages of the organization's banking products and services.

Required Qualifications

• 2+ years of retail banking experience.

Preferred Qualifications

• Previous teller and cash handling experience.
• Operational and universal knowledge experience.
• Experience assisting small business clients and handling new accounts.
• Ability to focus on acquiring, retaining, and deepening client relationships.
• Strong customer service and multi-tasking skills.

Educational Requirements

• High School Preferred

Role Specific Work Experience

• No experience required; 2+ years preferred.

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

3IC

Posting End Date

8/25/25