Specialist III - Universal Banker (Creedmoor Branch)

Sandy Spring Bancorp
Raleigh
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer service","Communication","Business judgment","Computer proficiency","Multi-tasking"]

Deliver best-in-class customer experience while handling teller transactions and driving sales/service solutions at the Creedmoor branch. Conduct needs-based conversations to build loyalty, educate customers on Atlantic Union Bank digital channels, and proactively pursue referrals and new customers through prospecting and outreach. Partner with other business lines to identify needs and support lending and deposit/credit resolution, while meeting scorecard-driven sales performance goals and completing required training.

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Sandy Spring Bancorp
Sandy Spring Bancorp
2 days ago

Specialist III - Universal Banker (Creedmoor Branch)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 45 minutes agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Deliver best-in-class customer experience while handling teller transactions and driving sales/service solutions at the Creedmoor branch. Conduct needs-based conversations to build loyalty, educate customers on Atlantic Union Bank digital channels, and proactively pursue referrals and new customers through prospecting and outreach. Partner with other business lines to identify needs and support lending and deposit/credit resolution, while meeting scorecard-driven sales performance goals and completing required training.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Create customer loyalty through needs-based conversations to deliver a differentiated customer experience.
  • •Drive proactive sales conversations, including outbound calling, teller interactions, and appointment setting to identify and close opportunities.
  • •Develop and maintain knowledge of bank products and services, including educating customers on digital channel technology.
  • •Handle teller functions and cash transactions, including daily cash balancing and assigned complex branch operational duties.
  • •Ensure compliance with BSA/AML policies and resolve customer problems related to deposits, credit, and other products and services.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability CoveragePaid Leave401kWellness Stipend

Key Requirements

  • •High school diploma (or equivalent) required; associate’s degree preferred.
  • •Customer service experience required.
  • •Possess or be able to obtain an NMLS registration.
  • •Preferred: 1+ year in banking/financial services and 1+ year developing customer relationships, achieving sales/production goals, and building referral sources.
  • •Preferred: cash handling and teller experience; lending experience is preferred.
Experience:BankingFinancial services
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentComputer proficiencyMulti-tasking
Certifications:NMLS registration
Tech Stack:NMLSZoomAppointment Scheduler ToolDocu SignGROOnline BankingMobile BankingATM BankingScorecard

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