Specialty Deposit Relationship Banker at EverBank

Specialty Deposit Relationship Banker
The Specialty Deposit Relationship Banker is responsible for identifying, managing, deepening, and developing client relationships, providing exceptional financial services and driving business growth. This role requires a strong understanding of financial products, excellent communication skills and a client focused approach, specializing in the professional management but not limited to the following markets: Tile & Escrow companies, 1031 Exchange companies, Contractor Retention Escrow, Homeowners Associations, Commercial Property Management, Mortgage Servicing companies, any other fiduciary centric specialty niches.

Key Responsibilities and Duties

• Develops and maintains strong relationships with clients, understanding their financial needs and goals. Serves as the primary point of contact for clients providing personalized financial advice and solutions.
• Develops an extensive industry presence through active involvement in industry related trade associations. Stays informed about the latest financial products and services, market trends as well as regulatory changes.
• Excellent relationship management, networking, and business development skills. Identifies and pursues new business opportunities to expand the client base. Collaborates with the sales team to develop strategies for acquiring new clients.
• Works effectively and collaboratively with other teams and departments within the Bank to independently achieve successful solutions to relationship management.
• Maintains knowledge of leading competitors' products as well as new technologies.
• Ensures high level of client satisfaction by delivering exceptional service and support. Addresses and resolves client issues promptly and effectively.

Required Qualifications

• 5+ years of banking experience
• 7+ years of experience as a Relationship Banker or Relationship Manager

Preferred Qualifications

• Ability to understand and analyze account analysis statements.
• Excellent relationship management, networking, and business development skills.
• Strong knowledge of Treasury Management products and services.

Educational Requirements

• University (Degree) Preferred

Role Specific Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC