Business Support Relationship SpecialistThe Business Support Relationship Specialist discerns each client's treasury management needs (via interviews, transaction history, and modeling tools) and advises them as to the features and benefits of each product and/or service, prepares and tracks all necessary approval documentation, facilitates an error free and on-time implementation, and properly trains the client to effectively utilize each service. Under limited supervision, this job is responsible for providing each client with ongoing support of all banking products and services in a manner that exceeds client expectations.Key Responsibilities and Duties
Establishes and maintains business relationships by evaluating client needs and recommending the appropriate treasury management products and/or services primarily through telephone, email, and chat.
Maintains expertise on all current banking treasury management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.
Maintains a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of treasury management products and apply this knowledge to efficiently assess and resolve client issues.
Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality.
Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct.
Educational Requirements
High School Preferred
Work Experience
No Experience Required; 2+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level3ICPreferred Qualifications:
2+ years of Business banking support experience
Treasury management applications experience (ACH, Wire Transfers, Remote Deposit capture, etc.)
Inbound and outbound call center experience
Posting end date: 3/16/24#LI-TT1#HYBRIDCompany SummaryEverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.Benefits SummaryEverBank is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.EverBank's Total Rewards package includes superior benefits such as, health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.EverBank prohibits pay discrimination on the basis of any protected characteristic.Pay Range $25 to $33EEO StatementEverBank, 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.Machine Readable FilesThe Transparency in Coverage Final Rules require certain group health plans to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the benefit package options under are linked below:Machine Readable Files (MRFs) - Aetna
