3,042 Banking Career jobs in the United States

Accountant - Banking

48228 Detroit, Michigan A-Line Staffing Solutions

Posted today

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Job Description

A-Line Staffing is recruiting for a full time permanent Accountant in Banking in Detroit, MI. They are offering a generous compensation and a full benefit package.

Accountant – Banking

Detroit, MI

Salary – negotiable

The pay range for that position is $55k - $70k starting based on experience

Full-time employed position

Must have Banking or Credit Union experience

Required Bachelor’s or Master’s degree in Accounting

For immediate consideration please reply directly to this posting. A-Line Staffing Roxanne Berendt cell# .

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Treasurer - Banking

77246 Houston, Texas Cornerstone Capital Bank

Posted 1 day ago

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Job Description

Description

Who we are:

Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2.7 billion in total assets, and arises from the combination of mortgage industry giant Cornerstone Home Lending and community banking standout Roscoe State Bank. You'll be on the front end of working for an innovative large community bank that is a leader in mortgage lending and community banking and growing in middle-market commercial and real estate lending.

We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

Who we are looking for:
The Treasurer has the ultimate responsibility for the organization's treasury functions reporting to the Chief Financial Officer. Responsibilities include market risk, funding, liquidity, interest rate management, asset liability committee, cash flow management, stress testing, hedging, and bank investment securities activities.

What you'll do:

  • Responsible for aligning treasury departmental strategy or direction with the overall goals of the organization
  • Monitors market and interest rate risk profile of the organization, providing guidance and recommendations on strategy
  • Conduct regular liquidity and interest rate stress testing to ensure the safety and soundness of the organization
  • Develops and executes strategies that ensure liquid funds are available for current capital needs
  • Develops long-term cash management or investment plans that both preserve capital and support strategic goals
  • Prepare regulatory capital analysis, liquidity, and risk-weighted asset reports forthe CFO and board of directors
  • Manage the bank's policies governing organizational debt and credit levels, interest rate or currency risk, investment and banking relationships
  • Oversee the bank's asset liability management modeling for the ALCO committee and actively monitor interest rate risk exposure
  • Ensures that all treasury-related activities comply with applicable regulatory requirements and board policies
  • Support bankers and relationship managers in the growth and development of the organization's businesses
  • Contribute to the development of financial reports, internal management, and regulatory filings
  • Develops policies, practices, and procedures that have a significant impact on the organization
  • Coordination of portfolio advisors; manage the bank's investment portfolio and oversee pledging and collateral operations to support public funds depositors
  • Serve as the team lead in treasury and accounting efforts supporting the bank's commodity hedging activities
  • Perform other duties as assigned

What you'll need to be successful:

Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications:

  • Bachelor's Degree in one of the Accounting related disciplines; Master's degree is preferred.
  • 5-8 years of experience in a Treasury Department within the banking and mortgage industry
  • Minimum 4 years of experience within a Management or Supervisory role
  • Experience with credit functions, funding requirements, and accounting background preferred
  • CTP (Certified Treasury Professional) a plus
  • Effective verbal and written communicator
  • Must be well organized with strong attention to detail
  • High degree of personal ethics/integrity
  • Strong organizational skills
  • Effective communication skills
  • Must be able to recognize inefficiencies and recommend/implement process/quality improvement initiatives

What we offer:

Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.

What to do next:

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Banking Recruiter

60290 Chicago, Illinois Calculated Hire

Posted 2 days ago

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Job Description

Calculated Hire Recruiter

Launched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the fastest growing industries today: Consulting and Professional Services.

Calculated Hire was established in 2016 to provide human capital solutions to our clients by merging technology and business strategy. Our team takes a relationship-based, solution-driven approach with Fortune 500 clients to help them solve their human capital challenges. We are not just in the business of consulting services - we are in the business of making a meaningful and authentic impact both internally with our employees and externally with our clients and consultants.

RESPONSIBILITIES

As a Calculated Hire Recruiter, you will build out talent networks of long-lasting, personal, and professional relationships with potential consultants. We create a next-level experience through the hiring process as they source and screen for qualified candidates to match them with opportunities where they can succeed. Recruiters advocate for their candidates, are accessible, genuine, and take the time to understand how they can add value to their job search and interview process. Our Recruiters bring value to our clients by offering them flexibility of timeline and finding them top talent at a rapid pace. Heres what you will do:

  • Collaborate with our sales team to determine the clients hiring needs
  • Help develop a strategy to identify niche-skilled candidates that meet expectations
  • Qualify candidates through an intensive internal interview process before presenting candidate to external clients. This includes phone, in-person, and virtual interviews
  • Assess applicants' knowledge, skills, and experience to best suit open positions
  • Provide resume coaching, mock interviewing, job offer assistance, and interview feedback to candidates
  • Handle a variety of activities daily, as well as the challenge of new problems and new ventures
  • Provide extensive onboarding and post-placement support to create raving fans in our consultants throughout the duration of their project assignments with our clients
  • Consistently hit their weekly metric goals of phone calls, interviews, and placements
  • Set personal and team goals through frequent goals sessions with your manager and recruiter support
  • All other job duties and responsibilities as assigned by the Company and/or typical for the position.

BENEFITS & PERKS

  • Base salary + uncapped commission structure
  • 401K match program
  • Full slate of benefits, including health, dental, vision plans, and HSA
  • Paid holidays
  • Paid vacation, sick, and personal days
  • Eight Elevens BeGiving Program: 8 hours per quarter for service work/volunteering
  • Access to Eight Eleven University: Internal personal & professional development program
  • All-expenses-paid Reward Trip each year for top producers and a guest
  • Top-notch training programs at every step in your career
  • Access to a personal financial concierge
  • Genuine, passionate, family-oriented culture

WHAT YOU WILL NEED TO SUCCEED

  • Competitive, motivated spirit and desire to succeed
  • Outstanding communication skills and innate ability to connect with people
  • Innovative and entrepreneurial spirit with the desire to learn and grow
  • Results-driven, forward-thinking, problem-solving mindset
  • Thrives in a fast-paced, collaborative, positive and ever-changing work environment
  • Lively interest in the technical aspects of the work
  • Bachelors Degree

EEO STATEMENT

Eight Eleven Group is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristics protected by applicable federal, state, or local laws and ordinances.

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Treasurer - Banking

77246 Houston, Texas Cornerstone Capital

Posted 4 days ago

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Job Description

Job Category : Banking-Commercial & Retail Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2.7 billion in total assets. It was formed from the combination of mortgage industry leader Cornerstone Home Lending and community banking standout Roscoe State Bank. Join us at an innovative large community bank that is a leader in mortgage lending and community banking, and is expanding in middle-market commercial and real estate lending. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: The Treasurer holds ultimate responsibility for the organization’s treasury functions and reports to the Chief Financial Officer. Key responsibilities include market risk, funding, liquidity, interest rate management, asset liability committee, cash flow management, stress testing, hedging, and bank investment securities activities. What you’ll do: Align treasury departmental strategy with the organization’s overall goals. Monitor market and interest rate risk profiles, providing guidance and strategic recommendations. Conduct regular liquidity and interest rate stress tests to ensure organizational safety and soundness. Develop and execute strategies to ensure liquid funds are available for current needs. Develop long-term cash management and investment plans supporting strategic goals. Prepare regulatory capital analysis, liquidity, and risk-weighted asset reports for the CFO and board of directors. Manage policies related to organizational debt, credit levels, interest rate or currency risk, and banking relationships. Oversee asset liability management modeling for the ALCO committee and monitor interest rate risk exposure. Ensure compliance of treasury activities with regulatory requirements and policies. Support bankers and relationship managers in growing and developing the organization’s business. Contribute to financial reports, internal management, and regulatory filings. Develop policies, practices, and procedures impacting the organization significantly. Coordinate with portfolio advisors; manage the investment portfolio and oversee pledging and collateral operations. Lead treasury and accounting efforts supporting commodity hedging activities. Perform other duties as assigned. What you’ll need to be successful: Success depends on your time management, organization, and positive attitude. Additional qualifications include: Bachelor's Degree in Accounting or related discipline; Master’s preferred. 5-8 years of experience in a Treasury Department within banking and mortgage industries. At least 4 years in a management or supervisory role. Experience with credit functions, funding, and accounting preferred. CTP (Certified Treasury Professional) certification is a plus. Effective verbal and written communication skills. Strong organizational skills and attention to detail. High ethical standards and integrity. Ability to recognize inefficiencies and implement improvements. What we offer: We offer a competitive salary, full benefits, and potential performance-based bonuses. What to do next: If Cornerstone sounds like the right place for you and you meet the qualifications, we invite you to join our team. Once part of the Cornerstone family, we invest in your growth and success. Many of our team members can tell you there’s something special about working here. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is committed to informing all applicants of their rights under federal employment laws. For more information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

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Treasurer - Banking

75086 Fairview, Texas Cornerstone Capital Bank

Posted 10 days ago

Job Viewed

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Job Description

Description

Who we are:

Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2.7 billion in total assets, and arises from the combination of mortgage industry giant Cornerstone Home Lending and community banking standout Roscoe State Bank. You'll be on the front end of working for an innovative large community bank that is a leader in mortgage lending and community banking and growing in middle-market commercial and real estate lending.

We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

Who we are looking for:
The Treasurer has the ultimate responsibility for the organization's treasury functions reporting to the Chief Financial Officer. Responsibilities include market risk, funding, liquidity, interest rate management, asset liability committee, cash flow management, stress testing, hedging, and bank investment securities activities.

What you'll do:

  • Responsible for aligning treasury departmental strategy or direction with the overall goals of the organization
  • Monitors market and interest rate risk profile of the organization, providing guidance and recommendations on strategy
  • Conduct regular liquidity and interest rate stress testing to ensure the safety and soundness of the organization
  • Develops and executes strategies that ensure liquid funds are available for current capital needs
  • Develops long-term cash management or investment plans that both preserve capital and support strategic goals
  • Prepare regulatory capital analysis, liquidity, and risk-weighted asset reports forthe CFO and board of directors
  • Manage the bank's policies governing organizational debt and credit levels, interest rate or currency risk, investment and banking relationships
  • Oversee the bank's asset liability management modeling for the ALCO committee and actively monitor interest rate risk exposure
  • Ensures that all treasury-related activities comply with applicable regulatory requirements and board policies
  • Support bankers and relationship managers in the growth and development of the organization's businesses
  • Contribute to the development of financial reports, internal management, and regulatory filings
  • Develops policies, practices, and procedures that have a significant impact on the organization
  • Coordination of portfolio advisors; manage the bank's investment portfolio and oversee pledging and collateral operations to support public funds depositors
  • Serve as the team lead in treasury and accounting efforts supporting the bank's commodity hedging activities
  • Perform other duties as assigned

What you'll need to be successful:

Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications:

  • Bachelor's Degree in one of the Accounting related disciplines; Master's degree is preferred.
  • 5-8 years of experience in a Treasury Department within the banking and mortgage industry
  • Minimum 4 years of experience within a Management or Supervisory role
  • Experience with credit functions, funding requirements, and accounting background preferred
  • CTP (Certified Treasury Professional) a plus
  • Effective verbal and written communicator
  • Must be well organized with strong attention to detail
  • High degree of personal ethics/integrity
  • Strong organizational skills
  • Effective communication skills
  • Must be able to recognize inefficiencies and recommend/implement process/quality improvement initiatives

What we offer:

Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.

What to do next:

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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Banking Specialist

91007 Arcadia, California EverBank

Posted 1 day ago

Job Viewed

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Job Description

**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 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.
**Educational Requirements**
+ High School Preferred
**Work Experience**
+ No Experience Required; 2+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
3IC
**Preferred Qualifications**
+ 3+ years of retail banking and/or financial services experience.
+ Previous teller and cash handling experience.
+ Operational and universal knowledge and experience.
+ Ability to focus on acquiring, retaining, and deepening client relationships.
+ Strong customer service and multi-tasking skills.
**Posting End Date:** 7/22/25
**Job Seeker Notice**
EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers ( Range** $25 - $32
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
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Banking Specialist

92604 Woodbridge, California EverBank

Posted 1 day ago

Job Viewed

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Job Description

**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 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.
**Educational Requirements**
+ High School Preferred
**Work Experience**
+ No Experience Required; 2+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
3IC
**Preferred Qualifications**
+ 3+ years of retail banking and/or financial services experience.
+ Previous teller and cash handling experience.
+ Operational and universal knowledge and experience.
+ Ability to focus on acquiring, retaining, and deepening client relationships.
+ Strong customer service and multi-tasking skills.
**Posting End Date: 7/22/25**
**Job Seeker Notice**
EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers ( Range** $25 - $32
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
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Banking Specialist

92625 Corona, California EverBank

Posted 1 day ago

Job Viewed

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Job Description

**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.
**Educational Requirements**
+ High School Preferred
**Work Experience**
+ No Experience Required; 2+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
3IC
**Preferred Qualifications**
+ 3+ years of retail banking and/or financial services experience.
+ Previous teller and cash handling experience.
+ Operational and universal knowledge and experience.
+ Ability to focus on acquiring, retaining, and deepening client relationships.
+ Strong customer service and multi-tasking skills.
**Posting End Date: 7/22/25**
**Job Seeker Notice**
EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers ( Range** $25 - $32
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
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Banking Specialist

90209 Beverly Hills, California EverBank

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

**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 goal 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.
**Educational Requirements**
+ High School Preferred
**Work Experience**
+ No Experience Required; 2+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
3IC
**Preferred Qualifications**
+ 3+ years of retail banking experience.
+ Previous teller and cash handling experience.
+ Operational and universal knowledge and experience.
+ Affluent with assisting small business clients and new accounts.
+ Ability to focus on acquiring, retaining, and deepening client relationships.
+ Strong customer service and multi-tasking skills.
**Posting End Date: 7/18/25**
**Job Seeker Notice**
EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") 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.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers ( Range** $25 - $32
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
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Banking Closer

94278 Sacramento, California Accenture

Posted 1 day ago

Job Viewed

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Job Description

Location: Negotiable
Travel: None
The Banking Closer is responsible for performing closing calls, scheduling, signing appointments and meeting monthly productivity goals in a mortgage setting.
Key Responsibilities:
+ Serve as primary point of contact during the closing process
+ Responsible for reviewing loan approval details with applicants which includes HELOC product, rate, term, loan amount, payoffs, vesting etc.
+ Focused on achieving customer delight through successfully establishing customer rapport, setting appropriate expectations, asking probing questions, relationship deepening and executing on all commitments.
+ Ability to meet production, quality and service standards with emphasis on delivering exquisite customer service. Able to articulate difficult and/or complex information in a manner that is clear while conveying compassion to drive customer retention and sales partner confidence.
Role Requirements:
+ This position requires a flexible schedule, including the ability to work evenings, weekends, and overtime as needed to meet business demands.
+ Hours are typically 8:00 am - 5:00 pm PT or 11:00 am - 7:00 pm ET depending on your location and business needs
+ While remote the individual must reside within 100 miles of the Accenture office for the posted locations
What You Need:
+ Minimum of 1 year of experience with mortgage specific customer service experience
+ Minimum of 2 years of customer service experience
Preferred Qualifications:
+ NMLS licensed strongly preferred, if not licensed must be able acquire license within 30 days of employment
+ Ability to work well in a fast-paced, multi-task environment
+ Self-starter that thrives in a team environment
+ Strong organizational and time management skills
+ Professional communication both written and verbal
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Hourly Salary Range
California $21.97 to $7.26
Colorado 21.97 to 40.82
District of Columbia 23.37 to 43.46
Illinois 20.34 to 40.82
Minnesota 21.97 to 40.82
Maryland 21.97 to 40.82
New York/New Jersey 20.34 to 47.26
Washington 23.37 to 43.46
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
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