Universal Banker (Montross Branch)

Sandy Spring Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Communication","Business judgment","Computer skills","Adaptability"]

Deliver a best-in-class customer experience while handling teller transactions and driving branch sales goals. Conduct needs-based conversations to build loyalty, educate customers on digital banking tools and bank products, and proactively set appointments and refer customers to lending and other lines of business. Balance cash daily, resolve customer issues, follow BSA/AML and operational compliance, and complete required training to achieve performance targets.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Sandy Spring Bancorp
Sandy Spring Bancorp
1 day ago

Universal Banker (Montross Branch)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 minutes agoStatus: Live

Job Summary

Deliver a best-in-class customer experience while handling teller transactions and driving branch sales goals. Conduct needs-based conversations to build loyalty, educate customers on digital banking tools and bank products, and proactively set appointments and refer customers to lending and other lines of business. Balance cash daily, resolve customer issues, follow BSA/AML and operational compliance, and complete required training to achieve performance targets.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Create customer loyalty through needs-based conversations to deliver a differentiated customer experience.
  • •Develop and maintain knowledge of bank products and digital channels, educating customers as needed.
  • •Drive proactive sales conversations via outbound calling, teller interactions, service-to-sales, and appointment setting.
  • •Acquire new customers through prospecting while deepening existing relationships; identify and close sales/referral opportunities.
  • •Perform teller functions, including cash transactions, daily cash balancing, and ensure compliance with BSA/AML and other operational policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsurancePaid Leave401kDisability CoverageWellness Stipend

Key Requirements

  • •Possess or be able to obtain an NMLS registration.
  • •High school diploma (or equivalent) required; associate’s degree preferred.
  • •Customer service experience required.
  • •Experience developing customer relationships and achieving sales/production goals; referral source building preferred.
  • •Proficiency handling cash transactions (teller and/or cash handling experience preferred).
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentComputer skillsAdaptability
Certifications:NMLS
Tech Stack:ZoomAppointment Scheduler ToolDocuSignGROOnline BankingMobile BankingATM Banking

Company Brief

Sandy Spring Bancorp
Bank holding company for Sandy Spring Bank, providing commercial and personal banking, lending, treasury management, and wealth services across the Mid-Atlantic region. Serves businesses, individuals, and nonprofit organizations through a branch and digital banking network.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Olney, United States
Founded: 1868
WebsiteLinkedIn